Job Description

Mandatory Requirement: *
1) HNI acquisition & handling them2) Should have relevant experience & knowledge of the market investments3) Should be able to acquire new customers who meet product criteria through cross- refer
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About the client:
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They are a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance, among others.
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Job Role and Responsibilities:
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• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund based Real Estate products and other Investment products.

• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulating acquisition initiatives.

• Acquisition and Handling of a group of HNI (High Net Worth Exclusive) Clients

• Profiling Customers and providing financial products to meet customer needs

• Deepen the relationship by Cross-selling to mapped broking clients and Services according to Customer Needs

• To Enhance & Retain customer profitability by capturing a larger share of Wallet

• Ensure profitability of the portfolio: Generate high Income per Customer

• Acquire new customers who meet product criteria through cross-refer

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Qualification and Experience:Any graduate with relevant experience
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Other Details:1. Work from office2. Incentives based on performance
*Job Type: Full-timeSalary: ?800,000.00 - ?1,200,000.00 per yearBenefits:

• Flexible schedule

Schedule:

• Day shift
• Morning shift

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• Vadodara, Gujarat: Reliably commute or planning to relocate before starting work (Required)

Education:

• Higher Secondary(12th Pass) (Preferred)

Experience:

• Wealth management: 1 year (Preferred)
• Financial planning: 1 year (Preferred)
• Investment management: 1 year (Preferred)