Build trust and effectively manage relationships with clients by thoroughly understanding their needs, providing advice and delivering appropriate products and services
Drive business results through revenue and asset growth, new client acquisition and growth of existing client relationships
The Successful Applicant At least 6 years of relevant experience in financial management/relationship management/HNI sales
In-depth understanding of investments, asset allocation/portfolio construction, equities and fixed income trading, credit/lending, basic trust and estate solutions, retirement planning etc. is vital
Discretion and trustworthiness
Graduation
Five Feed Learning Solutions Pvt. Ltd.
