Role and Responsibilities :
Title : Senior associate
- The Senior associate will work as a wealth adviser .Identity and acquire new prospects HNI, UHNI clients .
- Manage existing clients and increase the wallet share thereby increasing our AUM
- Ability to cross sell products of various AMC's
- Knowledge of Financial planning, financial products etc is necessary.The candidate must be willing to travel both domestic and internationally if required.
- Conducting investor awareness sessions is also part of the job.
- Adhere to all company processes and policies.
- This is Sales role based in Mumbai, the candidate is required to acquire HNI/UHNI and achieve sales targets.
- Strong Communication & Presentation skills
- Post graduate qualification a must for this profile.
- 2-4 years experience
Salary Offered : 5-12 LPA
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