- Job Description: Customer Acquisition Minimum of 1 Cr - 5 Cr and above invest-able surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long-term sales strategies for the WM business- in line with the overall strategic goals of the organization To estaJob Description: Customer Acquisition Minimum of 1 Cr - 5 Cr and above invest-able surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long-term sales strategies for the WM business- in line with the overall strategic goals of the organization To esta
