Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To coordinate with product and research team for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment.
To contact clients periodically and determine if they are satisfied with the service and returns generated.
To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
Qualification:
CFP / CFA / MBA in Finance / Marketing
Experience:
3+ years in Wealth Sales
Key Skills:
Should be an individual performer
Able to handle a reasonable book size
Pleasant personality and good communication skills.
Job Types: Full-time, Permanent
Pay: ?40,000.00 - ?60,000.00 per month
Work Location: In person
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