Senior Wealth Manager - AMC/Bank (2-14 yrs)

- Provide financial solutions to HNI customers while maintaining high service standards.

- Maintain complete customer profile including the risk profile, demographics, and portfolio allocation.

- Enrich relationships and garner higher wallet share through customer engagement activities.

- Deepen the existing relationships by garnering client portfolio allocations across all the key offerings of comapny

- Identify potential customers who can be sold tailored products to enhance product penetration.

- Acquire new customers by converting referral leads.

- Achieve targets as assigned by the organization monthly.

- Record and track all engagement activities through the CRM system.

- Comply with the rules and regulations laid out by the regulator.