Anand Rathi Wealth Management - Nagpur, India - Anand Rathi wealth Management

    Anand Rathi wealth Management
    Anand Rathi wealth Management Nagpur, India

    Found in: Talent IN 2A C2 - 1 week ago

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    Description
    To develop and manage HNI Client in Oder to enhance and acquire more AUM

    • Align AUM as per client's Financial Strategy to reduce Risk , Cost, Tax also to enhance desired return & volatility of the portfolio.
    • Review / Service portfolio to create a wow experience to client.
    • Onboard new relationship new client acquisition.
    • Conduct Marketing activities to increase no of clients managed.
    • To develop and manage HNI Client in Oder to enhance and acquire more AUM
    • Align AUM as per client's Financial Strategy to reduce Risk , Cost, Tax also to enhance desired return & volatility of the portfolio.
    • Review / Service portfolio to create a wow experience to client.
    • Onboard new relationship new client acquisition.
    • Conduct Marketing activities to increase no of clients managed.
    )