Candidate with proven experience in either Audit of HNI Client or HNI clients sales operations. Candidate should hold excellent understanding on the guidelines of governing bodies regards to the onboarding and operations of clients and their investments.
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possess at least 5 years of tele-calling collection experience in financial services industry with a specialized focus on fintech collections space for a duration of atleast 2 yearshold the required knowledge and flare to work with new technology solutions and ability to get deep into problem solving of any critical concernspossess exceptional anal...
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Looking for ppl with Minimum 10 Plus yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & services. Must have at least 3 years plus team handling exposure on the above said domains.
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Candidates with at least 8 years plus experience in wealth management domain .preferably Senior Wealth Relationship Managers from Banks, Investment companies. Etc . Team handling expertise of at least an year can be an added advantage.
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Relationship Managers with any banks or wealth management companies who is holding at least 5 plus years of experience in HNI or UHNI client management. Preferring candidates who are experienced locally and ideal age for the role should be less than 40 yrs.
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