· Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target.
· Advise clients on their product requirement to maximize their investments.
· Develop new relations through referencing & other sources.
· Market feedback viz. new product, pricing, and competitor’s activity etc. to the Cluster Manager.
Desired Candidate Profile:
· Candidate should have experience of managing / acquiring wealth & retail customers.
· MBA from Tier 3 institutes with 3+ yrs exp or Tier 4 with 4+ yrs of exp.
· Preferred industry – Banking & Broking
If interested please send me your updated profile , and you can also refer your friends