Posted By
Posted in
Sales & Marketing
Job Code
1459752
1. Candidate will be custodian of client relations and management for the assigned client(s) and ensure highest level of client servicing.
2. Role will involve acquiring new clients and nurturing existing relationships.
3. Achieving assigned AUM and revenue targets.
4. . Constantly updating clients on various market developments.
5. Responsible for Team to acquire HNI Clients for investments in all asset classes like Debt, AlFs, Equity, Mutual Funds, PMS, Bonds, Structured Products and Broking
6. Generate leads and develop prospects, network to identify referrals to new clients
7. Update self-regarding all third party distribution products and solutions by regularly attending trainings
Key requirements :
1. Qualification: Post Graduates / Graduates with relevant experience. A degree in finance / MBA / CA will be an added advantage
2. Must have had prior experience of sourcing and managing client relationships in areas such as Wealth products, Portfolio Management, etc.
3. Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
4. Due weight will be given to existing strong client relationships.
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Posted By
Posted in
Sales & Marketing
Job Code
1459752