1 finance job found in madhya pradesh.
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- indore, madhya pradesh
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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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