17th June 2008, 07:23 PM
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ADMINISTRATOR
Join Date: Jun 2007
Location: Ahmedabad
Posts: 8,991
Thanks: 6
Thanked 3 Times in 3 Posts
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Wealth Manager
To do Financial Planning of the customerTo support Sales team for getting HNI customersTo Visit / advise the customer on day to day basis for all his needsTo Get customers investments done/ reshuffling his portfolio.Track Customers portfolio continuouslyConvey research reports to the customersGive Buy/ Sell calls to his customerCo-ordinate with central team for any services , inputs, etc.Identify new segments as per customers requirementBuild relations with HNI / ultra HNI customersWill have revenue/ AUM targetOne point contact for all HNI needs
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