Job Responsibilities: Client acquisition, activation of inactive clients, client retention, 360 degree Financial planning of HNI, UHNI and Corporate clients- Analyzing Risk profile of clients and pitching the right product, selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, successfully developing and maintaining clients relationship- Understanding capital market scenarios and knowledge of Wealth, managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients, competitive landscape understanding (Competitor activity, new product development- Sales promotions to increase client base. (ref:updazz.com)
updazz .com
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