200000+

Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships. Profiling Customers and providing financial products to meet customer needs Ensuring the highest levels of service to High Net Worth customers Providing financial planning & Investment Advice Providing Sales targets spread across Liabilities/ Assets. Acquisition & Servicing of customers Maintaining and improving existing asset portfolio quality Sourcing new business Responsible for business development through acquisition of clients Responsible for identifying customer needs and assessing their risk appetite