I.P Team Leader_Mumbai
Job Description:
Analyse 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 revenue
generation through investment products.
Responsible for business development through acquisition of high
net-worth clients.
Mandatory numbers of meetings with clients to keep them updated
with the current market scenario.
Key Skills :
Company Profile
--- --- Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by --- --- and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.
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