
Portfolio Growth Specialist
3 days ago
Key Responsibilities:
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- Develop and execute business strategies to enhance the growth of high net worth clients.
- Identify and address investment requirements of HNI clients through a tailored product bouquet and seamless service delivery.
- Assist in formulating marketing plans to acquire new corporate customers.
- Manage and nurture relationships with a group of HNI clients.
- Profile customers' financial needs and provide suitable products.
- Cross-sell financial services to existing clients and deepen customer relationships.
- Enhance customer profitability by capturing a larger share of their wallet.
- Ensure portfolio profitability by generating high income per customer.
- Acquire new customers who meet product criteria.
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