
Unlock Your Potential as a Client Success Professional
2 days ago
In this role, you will be responsible for:
- Building and maintaining strong relationships with HNI clients through regular communication and personalized service.
- Converting qualified leads into managed portfolios by identifying their financial goals and creating customized investment strategies.
- Advising clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products to meet their financial objectives.
- Monitoring and reviewing client portfolios to ensure consistent performance and making adjustments as needed.
- Collaborating with internal teams to deliver seamless wealth advisory services and exceed client expectations.
To succeed in this position, you should have:
- A Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.
- 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
- Proven track record of handling HNI clients and converting leads.
Join our team of professionals who share your passion for delivering exceptional client experiences. Apply now and take the first step towards a rewarding career.
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