Job description
Description Roles & Responsibilities: Some of the responsibilities will include: Identify customer needs and provide them with right financial planning assistance and asset al
location with the help of our Investment Advisory services.
Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
Acquire New Clients for the firm and also develop new territories.
Increase AUM Book through cross selling products of bank and increasing wallet share Work with col…
