- Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients
- Acquire the clients having AUM => INR 10 M
- Portfolio review of clients & Cross Sell
- Resolve customer queries TAT
- Ensure internal and regulatory compliance
Required Candidate profile
- 6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking
- Graduate with MBA
- Rich exp. of financial planning & wealth mgmt.
- AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
