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| Job Location | Ahmedabad |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Textile / Garments / Fashion |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
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 client s profile so as to identify opportunities and match these opportunities to products solutions provided by the organization.
Experience of selling investment products like AIF, PMS, Mutual Funds, Bonds Structured products.
Understands clients risk profile and maximizes the risk vs reward balance for individual clients by optimizing product mix.
Comply with KYCSEBI rules, regulations, and legislation governing the financial services industry.
Increase your own book and Investment AUM portfolio size through deepening relationships and new acquisition Excellent oral and written communication skills.
Desired Candidate Profile:
Keyskills :
intelligent networksnet mutual fundsmarketing planning client acquisitionnew client acquisition saleswealth management