
Senior Financial Services Manager
2 days ago
Key Role Summary
\This position is focused on building revenue streams through a diverse portfolio of financial products. The ideal candidate will concentrate on asset accumulation, customer acquisition, and managing a defined client base to increase both Assets Under Management (AUM) and overall revenue.
\The role involves growing revenues from various products including brokerage, lending, and insurance services.\
- Grow revenues from a variety of products, including broking, lending, and insurance products.
- Gather assets for investment products such as mutual funds, PMS, and AIF.
- Acquire new customers and onboard them successfully.
- Upgrade and move clients to other segments to enhance their portfolio and services.
- Increase the AUM and revenue from the assigned client book.
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Senior Financial Services Manager
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