Job Description

Main accountabilities:Client Acquisition and Relationship Management:- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, assist the client in achieving his 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.- Acquisition and handling 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-referral.- Actively network and seek referrals to expand the client base and contribute to business growth targets.Marketing and Business Development:- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.- This role is to acquire B2C or B2B clientele & build a portfolio thereon.- Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.- Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.Financial and Product Expertise:- Ensure profitability of the portfolio: Generate high Income per Customer.- Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.Qualifications & Experience:- Minimum Degree: Postgraduate/ Graduate in any discipline.- Minimum Experience - 6-10 years of Experience (ref:updazz.com)

Skills Required