Wealth Advisor
HDFC Bank - Bangalore, KA
Responsibilities Job Description • Achieving the business targets assigned in terms of generating TPP revenue and cross-sell revenues from the assigned portfolio customers. • Managing the assigned set of customers tagged to him / her for the Wealth Advisory Services programme. • One point contact for the WAS customers for the investment products. •...
816 days ago from HDFC Bank
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Wealth Manager,Advisor,Sr. Relationship
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Investment Advisor - Equities & Private
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HNI clients and to ensure high level of client satisfaction Offering Private Banking/ wealth management services thru products like mutual funds,...
