Boyen Haaddin Consulting
gurgaon
Wealth Relationship Manager
About the role
• Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.
• Manage clients through client visits, suggest financial products to the clients and achieve business target.
• Responsible for product penetration and increasing client’s wallet share.
• Identifying prospective clients & acquiring new clients.
• Candidate should have experience of managing / acquiring wealth & HNI Customers.
A few details and your CV. No sign-up required.