Wealth Management Advisor
CurrentKey responsibilities handled: Handle HNI customer base by providing financial planning, advising on their investments and managing their portfolios by tracking on daily basis. Acquire new clients in the targeted HNI segment. Managing client relationship and building AUM size from HNI clients. Generating cross-sell revenue by selling insurance products and NEP products. Conduct seminars, workshops etc in corporate arenas. Co-ordinate with research team for taking any investment decision for the clients. Achieve monthly and quarterly branch target and maintain good hygiene parameters.