Posted By
Posted in
Sales & Marketing
Job Code
1363536
Primary Purpose: Responsible for building and maintaining strong client relationships, understanding their financial goals through the channel patterns and recommending company's AIF product as their financial objective options.
Key Relationships:
- Should have experience in working in banks/financial institution/fund house/Accounting firms on the leading new HNI Client's acquisition and nurturing existing HNI clients.
- Knowledge of conducting analysis and review of client's portfolio and matching with their needs to AIF.
- Generating revenue as per company's benchmarked target while identifying customer's need and giving solution.
- Develop and nurture strong relationship with HNI for understanding their investment objectives, risk tolerance and overall financial solution, through the various institutes.
- Provide comprehensive advice on portfolio construction, and asset allocation tailor AIF solutions that align their investment objectives.
- Actively promote AIF products to potential clients and channel partners and articulate the unique value propositions of these investment vehicles.
- Should understand financial markets, investment strategies and regulatory frameworks governing AIFs.
Qualification/Experience:
- Post graduate degree in Marketing would be added preference
- 8 to 10 years of overall sector experience with at least 3 - 5 years proven experience in wealth management selling financial and AIF products
- Strong knowledge of AIF products and the ability to communicate complex financial concepts to clients.
- Excellent interpersonal and communication skills.
- Ability to work collaboratively in a team- oriented environment.
- Demonstrated track record of meeting sales targets and building a successful client portfolio and developing channel management.
- Flexibility to travel and attend meetings
Remuneration: Best in the industry for right candidate.
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Sales & Marketing
Job Code
1363536
Download the iimjobs app to
apply for jobs anywhere, anytime
Download on
App Store
Get it on
Google Play
Scan to Download