Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM/Book Size Responsible for achieving targets based on acquisition and…
Candidate will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Supporting team in advising Affluent clients on their Investments…