1.Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
2.Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3.Cross Selling of other financial products like MF and Structured products
4.Will be responsible for primarily selling Equity based investment products.
5.Responsible for achieving targets as assigned by the organization on a monthly basis.
6.Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
7.Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
8.Provide regular updates to the immediate superior as and when required.
Salary:INR 3,00,000 – 8,00,000 P.A
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services , Banking , Investments , Insurance
Role Category:Investment Banking
Portfolio Management Investment Advisory Priority Banking Mutual Funds HNI Acquisition HNI Client Handling Relationship Management wealth wealth manager equity sales HNI sales MF
Desired Candidate Profile:
– Looking for candidates from Broking/Wealth/PCG base having good vintage in their present as well as previous companies (At least minimum tenure of 1-3 yrs in previous employer)
UG: Any Graduate – Any Specialization
Hiring for one of India Leading service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance.
Recruiter Name:Mr. Kiran Kumar
Reference Id:PCG SALES 001