- Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.- Manage clients through client visits, suggest financial products to the clients and achieve business target.- Responsible for product penetration and increasing client\'s wallet share.- Identifying prospective clients & acquiring new clients.- Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile :- Should have at least 4 Years of experience handling Wealth Product Sales.- Any Graduate / Postgraduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.Perks & Benefits:- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives. (ref:updazz.com)
updazz .com
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