If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!
The wealth advisor is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice
Investment, Wealth Management, hni, mutual funds, investments, portfolio management, investment advisor, priority banking, preferred banking, Investors Relation Management, Equity Sales, relationship manager, broking sales, financial sales
1.To prospect, acquire and retain clients
2.To achieve budgeted targets in terms of number of clients/volume of business
3.To understand clients' needs & equirements and accordingly position products & services
This is for NBFC sector,sal :upto 20L