Job Description

Hands-on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationships.

Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds, and insurance.

Assisting Affluent clients with their investments, managing their overall financial portfolio, and deepening the wallet of existing clients to achieve an increase in the share of wallet and revenues.

To constantly engage with customers to identify their needs on non-equity products and position the product offerings to them.

To ensure constant dissemination of product information and features of all new products shifting to the existing HNI Clients.

Helping the clients with portfolio transfers.

Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.

Must be able to achieve stretched targets in a result-focused environment and must be able to generate new business based on acquisition and revenue generation through equity.

Responsible for cross-selling products like Insurance, Mutual funds, and portfolio management services (PMS).

Job Type: Permanent

Pay: ?300,000.00 - ?1,000,000.00 per year

Benefits:

Cell phone reimbursement Commuter assistance Flexible schedule
Schedule:

Day shift
Supplemental Pay:

Commission pay Performance bonus Shift allowance
Experience:

Equity market: 1 year (Required) Portfolio management: 1 year (Preferred) * Relationship management: 1 year (Required)