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Wealth Manager-HNI & UHNI client Acquisition

3.00 to 8.00 Years   Mumbai City,Thane   03 Apr, 2025
Topgear Consultants Private Limited
Job LocationMumbai City,Thane
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Opening with a leading Stock Broking Industry for their office in Mumbai. Role: Wealth Manager-HNI & UHNI client AcquisitionLocation: MumbaiExperience:2-3 YearsQualifications: Graduation/Postgraduation (Any)Roles & Responsibilities:
    • Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
    • To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
    • To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    • To coordinate with product and research team for taking investment decision for the clients.
    • To conduct and assist in organizing seminars, workshops and other business development activities.
    • To achieve budgeted targets in terms of number of clients/volume of business & assets.
    • To research, investigate and update themselves on available investment.
    • To contact clients periodically and determine if they are satisfied with the service and returns generated.
    • To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
    • Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
    Interested Candidates can share their CVs at hidden_email

Keyskills :
relationshipwealthacquisitionb2bequityhandlinghni client handlingfundsalesclientmanageruhnimutualdeposit

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