Wealth Relationship Manager - Mumbai, India - iimjobs

    iimjobs
    iimjobs Mumbai, India

    2 weeks ago

    Iimjobs background
    Full time
    Description

    • Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
    • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
    • Daily meetings with clients.
    • Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
    • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth
    • He is also responsible for selling Insurance.