Job Description
Your resume has been shortlisted for Wealth Manager profile.
About Us:
PReMIA is a multi-product, customized financial environment which aims to generate superior returns for IIFL's preferred clients, by investing across varied asset classes.
With PReMIA, you have access to a team that's vastly experienced and trained in different aspects of the stock market, assuring you a multi-faceted opinion for all your financial queries.
Work Location: Delhi/ Ncr
Package : Based upon experience/ Negotiable
Job Description:
- Acquisition & managing High Net Worth / Ultra High Net Worth customers.
- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
- Ensure highest levels of customer service to these HNI customers.
Contact Person : pr**********a@ii*l.com
Kindly revert with your updated CV on below mentioned email id
pr**********a@ii*l.com
Note: Do not change the subject of the mail.
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Life Insurance/Financial Services
Role: Life Insurance/Financial Services
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization
Contact Details:
Company: India Infoline Limited
Address: IIFL CENTRE KAMALA CITY,,,,S B MARG,LOWER PAREL, , , MUMBAI, Maharashtra, India
Location(s): Delhi, NCR
Keyskills:
Wealth Management
HNI
HNI Sales
HNI Acquisition
Wealth Manager