Urgent need Senior Wealth Head - Bank

10.00 to 20.00 Years Delhi 12 Jun, 2023

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	Recruitment Services
Functional Area	General / Other Software
EmploymentType	Full-time

Job Description

- Use financial acumen and investment expertise to review a clients information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.,

Keyskills :
inbound salesmanugisticscross sellingfiguressales planresearch

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Urgent need Senior Wealth Head - Bank

Job Description

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