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Job Location | Chennai |
Education | Not Mentioned |
Salary | Rs 4.0 - 9 Lakh/Yr |
Industry | Banking / Financial Services |
Functional Area | General / Other Software |
EmploymentType | Full-time |
PREMIA RM:Responsible for Aquiring Clients (Retail /HNI clients )Responsible for sourcing Demat account , sales of Mutual fundResponsible for achieving targets based on acquisition and revenue generation through equityResponsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationshipsProvide regular updates to the immediate superior as and when requiredAUM (Wealth RM) : PRE-REQUISITES: - Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set upROLES & RESPONSIBILITIES: - Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.Managing client relationship and generate AUM from preferred clients.Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.To conduct and assist in organizing seminars, workshops and other business development activities.Required Candidate profileMinimum Graduate with atleast 2 - 3 years of Experience in Broking/Investment Products SalesShould be from Banking / Broking / Insurance industry / Wealth will be preferred for this position.Excellent Communication SkillInterested Candidates please share your updated profile to below mail IDashwini.y@iifl.comSalary: INR 4,00,000 - 9,00,000 PA. Industry: Banking / Financial Services / Broking Functional Area: Financial Services, Banking, Investments, Insurance Role Category: Financial Services/Stock Broking Role: Sales/Business Development Manager-Broking Employment Type: Full Time, Permanent ,
Keyskills :
banking sales billing net rossselling customerservice revenuegeneration channelmanagement financialservices mutualfunds clientrelationship businessdevelopment