Job Description

Job description :- Acquire customers with a minimum 5 crore investable capacity for financial markets.- Answer questions related to Private Wealth, PMS, and AIF funds.- It will be an advantage if you have knowledge of Direct Equity.- Deliver various MIS reports according to requirements.- Developing both short- and long-term sales strategies for the WM business in alignment with the organization\'s overall strategic goals.- Ensure quality control and efficient customer service by establishing standardized and efficient sales processes.- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class.- Enhance market credibility and deliver superior value propositions by driving strong client servicing and engagement parameters.- Learning continuously to stay ahead of the competition.- Monitoring client positions, portfolio allocations, and ensuring they comply with risk and advisory parameters as laid out by Risk, Compliance, and Research teams.- Ensure compliance with internal and external Financial Advisory guidelines and Risk Policies, and minimise instances of mis-selling.Functional Competencies :- Economic knowledge of India and the world.- Portfolio Management/Financial Planning- Customer Acquisition/Sales Skills- Valid Mandatory Certificates in accordance with regulatory requirementsEducation :- UG : Any Graduate- PG : Any Postgraduate (ref:updazz.com)

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