Senior Wealth Manager - HNI Acquisition Position Overview:- As a Senior Wealth Manager , you will be pivotal... AUM of - 20 crores within the first year- Establish a high-quality HNI client portfolio with an average ticket size...
Profile: Investment Counsellor / Private Wealth Manager Location: Chennai - Tamil Nadu Experience: Minimum 8 years...+ Job Summary: The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment solutions...
Profile: Investment Counsellor / Private Wealth Manager Location: Chennai - Tamil Nadu Experience: Minimum 8 years...+ Job Summary: The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment solutions...
. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure... of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard...