Job Description

department
ARMG
department_code
A3
location
Mumbai
openings
5
age
21 - 35 years
qualification
Any Graduate in Any Specialization
experience
1-3 years
responsibilities

Client Acquisition & Portfolio Management:

Acquire new HNI clients through personal network, referrals, and business development initiatives. Leverage existing relationships to bring in a strong client base. Understand client risk appetite and investment objectives to offer suitable financial products. Manage and review client portfolios periodically to align with changing financial goals.

Investment Product Sales:

Specialize in selling investment products such as: + Portfolio Management Services (PMS)
+ Investment Advisory (IA)
+ Alternative Investment Funds (AIF)
+ Mutual Funds, Structured Products, Bonds, and other financial instruments
Identify cross-selling opportunities to deepen client relationships and enhance wallet share.

Business Development & Revenue Generation:

Develop and execute strategies to tap into the HNI/Ultra HNI segment. * Achieve defined sales targets and contribute to the firm's overall revenue growth.