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Mumbai, Pune, Delhi, West Delhi
Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.
Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds )
Maintaining strong client relationships and generate revenue from preferred clients. Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.
Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios.
Responsible for achieving targets based on acquisition and revenue generation majorly through Equity
Initiates periodic meetings with the Research team to enable them to give structural segment market fundamental report, which facilitates the HNI/UHNI clients to invest better.
Responsible for Cross Selling of product like SIP, MF, FIP, PMS, Life Insurance, etc.
Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.
Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation,
|Experience||4 - 8 Years|
|Salary||4 Lac To 10 Lac P.A.|
|Industry||Sales & Marketing / Business Development / Telecaller|
|Qualification||Other Bachelor Degree|
|Key Skills||sales marketing business development|
|Contact Person||Swati Deshpande|
|Address||Plot no 2, om nagar|
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