Senior Role Sales Pcg Channel Broking House (8 20 Yrs) Mumbai/delhi/hyderabad/pune/bangalore/ahmedabad/surat/kolkata/chennai (bfsi Sales)
Job Description
- Candidate will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)- Maintaining client relationships and generate AUM from preferred clients.- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition- To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3458963
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationIndia, India
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EducationNot mentioned
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ExperienceYear