1 finance job found in madhya pradesh.
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our professional fields
- Goods And Materials Production
- IT
- Mechanical- And Industrial Engineers
page 1
- indore, madhya pradesh
- permanent
Key Responsibilities: • Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives. • Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.). • Cross-sell banking and wealth management products to maximize wallet share. • Manage existing client relationships to ensure high levels of18 august 2025Key Responsibilities: • Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives. • Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.). • Cross-sell banking and wealth management products to maximize wallet share. • Manage existing client relationships to ensure high levels of
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