Posted By
Posted in
Sales & Marketing
Job Code
1377892
Job Purpose:
- You will be responsible for meeting the investment needs of clients by offering research-based advice in Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products.
- The role involves actively managing client relationships through personalised visits, recommending suitable financial products, achieving business targets, and strategically expanding the client portfolio.
- The primary objective is to enhance product penetration, increase the client's wallet share, and acquire new clients, especially High Net Worth Individuals (HNIs).
Responsibilities:
Investment Advisory:
- Provide clients with research-based advice on various financial products, including Mutual Funds, Insurance, PMS, and Structured Products.
- Analyse clients' financial goals and risk tolerance to tailor investment recommendations accordingly.
Client Management:
- Conduct regular client visits to strengthen relationships and gain insights into clients' evolving financial needs.
- Recommend appropriate financial products to clients based on their investment objectives.
- Achieve business targets by effectively managing and growing the client portfolio.
Business Development:
- Identify prospective clients and actively work towards acquiring new clients.
- Focus on product penetration and implement strategies to increase the share of the client's wallet through strategic offerings.
Experience and Qualifications:
- Possess a minimum of 4 years of experience in handling Wealth Product Sales.
- Any Graduate or Post Graduate with relevant experience in the financial services industry.
Skills:
- Demonstrate strong relationship management skills with a focus on providing excellent client service.
- Exhibit effective communication and presentation skills.
- Mandatory knowledge of investment products and a deep understanding of financial markets.
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Posted By
Posted in
Sales & Marketing
Job Code
1377892