Job Description

Roles and Responsibilities Responsibilities:
To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
Qualification & Experience: Graduate/Post Graduate/MBA with minimum 1 years of experience from BFSI Certification (Mandatory): Must be NISM Certified
Desired Skill: Should possess effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently

Role:Investment Advisor Salary: 7,00,000 - 10,00,000 P.A. Industry:Investment Banking / Venture Capital / Private Equity Functional AreaBFSI, Investments & Trading Role CategoryTrading, Asset & Wealth Management Employment Type:Full Time, Permanent
Key Skills
NISMMutual Funds
Relationship DevelopmentWealth ManagementInvestment BankingRelationship ManagementDirect SalesField SalesBankingInvestment AdvisoryHNI AcquisitionHNI Client Handling
Skills highlighted with ‘‘ are preferred keyskills
Education UG:Any Graduate PG:Any Postgraduate

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