- Offering a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, SME's, High Net Worth Individuals and Families.
- Conducting comprehensive review of client portfolios, including interacting with clientsto assess strategies based on objectives and risk profile
- Selling Equity / Debts / Currency / Alternate Investments
- Responsible for building AUM and revenue generation as per company benchmarks
- Responsible for meeting cross sales targets
- Ensuring high quality service and key Customer Relationship Management
- Comply with KYC / SEBI rules,regulations and legislation
Salary: INR 4,00,000 - 5,50,000 P.A. Incentives
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services, Banking, Investments, Insurance
Role Category:Retail/Personal Banking
Role:Customer Service Manager
Employment Type:Permanent Job, Full Time
Desired Candidate Profile
Initially, the Group focused as a niche financial solutions provider in corporate finance and wealth management to Indian companies and high net worth individuals.
Recruiter Name:Lakshman kumar Iyer Iyer Iyer Iyer