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| Job Location | Delhi |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Recruitment Services |
| Functional Area | General / Other Software |
| EmploymentType | Full-time |
Roles and ResponsibilitiesTo Handle portfolio affluent clients of bank.Identifying and on-boarding HNIs and UHNIs across the savings bucket.Cross sell of Structured Products, Equities, Mutual Funds, Insurance, Forex and Mortgages.Acquiring new to bank High Net-worth clients with wealth proposition.Financial planning of clients and co-managing the financial portfolios.Lead generation through references, micro-marketing activities and other permissible databases.Understand customer needs, explore and educate customer on financial needs arising at various life stages.Ensuring KYC/AML and other compliance norms are strictly adhered.Providing complete and comprehensive information on products, services, charges etc. proactively to the customersand ensuring best services are provided to them.Interested candidates, feel free to call for any discussion, in regards to profile and interview dates.JOBSNAVIGATOR is one of the preferred empanelled partners for various banks and financial institutions.If you wish to be CONFIRMED for the meeting, you can simply send an WHATSAP message - HNI AXIS DELHI TO 8744993510( SARITA). Do write your name and current Fixed cost please. Thanks.,
Keyskills :
customer relationssalesbusiness developmentmilestones professionalsavingsseparately managed accountsmutual fundsstructured productswealthportfolioequitiesonboardingaccountsaffluentmarketingcomplianceplanningforexinsurancehni