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Wealth Manager / HNI / Wealth Management /

Keywords / Skills : Wealth, HNI Products, Investment Products, Private Banking Products, Wealth Management Products, Mutual Funds Products, PCG Products, Portfolio Products, Relationship Manager, Selling, Marketing, Sales

1 - 7 years
Posted: 2018-04-11

Job Description
  •  Providing individuals/ HNI clients with financial services with a view to protect and transfer their wealth. 
  •  Rendering wealth management, investment & insurance services (Life, General Insurance, Mutual Funds and Trading Accounts). 
  • Understanding client’s financial requirements for evaluating risk return profile, constraints and investment horizon. 
  •  Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels. 
  •  Analyzing risk appetite of an individual for providing them apt investment solutions and ensuring that solutions provided match the risk profile. 
  •  Building & maintaining healthy business relations with customers; enhancing customer satisfaction matrices by achieving delivery & service quality norms. 
  •  Monitoring the SLA’s, KPI’s for the process, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level. 

About Company

Pama Network pvt ltd..,
About Recruiter
PAMA Network Private Limited
Skills I hire for excellent communication,freshers,insurance sectoe sales
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