Private Wealth - Ludhiana, Punjab
1 week ago
Job summary
Establish manage and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM Acquiring new set of promoters in small mid and large corporate segments / Family office/HNI to improve the overall AUM Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market competition and products suggest innovations ideas for continuous product service improvements Use financial acumen investment expertise to review a client's information work closely with the Research Advisory team to provide superior investment solutions thereby helping the client reach short-term long-term investment goals seamlessly align service delivery for an enhanced customer experience
Job description
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