Job Id#245
Job Description :-
- Based on your experience and company’s profile you will be responsible for some/all of the following:-
- Procuring the potential clients through networking, database, market analysis and references.
- Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
- Managing and improving relationship values with client.
- Liaison with operations team to resolve queries and revenue generation.
- Comply with organizational guidelines and norms.
- Direct-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
- Achieving financial goals and maintaining organization brand value
Salary upto:- 41000/- per month
Qualification:- MBA in Marketing Finance
Experience:- 3-4 Year’s Experience
Job Location: – Gomti Nagar, Lucknow
