Country Head - HNI - Investment Banking

15.00 to 20.00 Years Delhi 24 May, 2023

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	Recruitment Services
Functional Area	SBU Head / CEO / DirectorSales / BD
EmploymentType	Full-time

Job Description

Country Head - HNI (A Leading Institution)- The Country head (UHNI) will be responsible for nurturing HNI client relationship through continuous engagements and risk profiling through his team.- The Head will be responsible for identification of potential customers and providing them customized solution as per their requirements.- The position entails client management and acquisition with a key focus on expanding the asset under management.- Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.- The center of all client engagements will be to ensure superior customer experience.Key responsibility :- Provide financial solution to the Wealth Customers while maintaining high service standards.- Maintain complete customer profile including risk profile, demographics, investment horizon & return expectations.- Enrich relationships and gain higher wallet share through customer engagement activities.- Deepen the existing relationships by cross selling the Investment Banking products (structured) along with third party investment products.- Identify potential customers who can be sold tailored products to enhance product penetration.- Acquire new customers-Through his/her team.- Achieve targets as assigned by the organization monthly.- Record and track all engagement activities through the CRM system.,

Keyskills :
investment productsclient relationshipbusiness developmentfinancecustomer engagement

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Country Head - HNI - Investment Banking

Job Description

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