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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | Sales / BD |
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 clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. # Cross Selling of other financial products. # Will be responsible for primarily selling Equity based investment products. # Responsible for achieving targets as assigned by the organization on a monthly basis. # Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix. # Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Provide regular updates to the immediate superior as and when require.Required Candidate profileExperience and Education details : # Bachelors degree, /Post graduate or equivalent work experience.# Two or more years of experience in the financial services industry preferably. Securities, Investment & Wealth Companies : Wealth Managers, Relationship Manager & Acquisition Manager dealing into Equity Sales. # Candidate should have good communication skills.Perks and Benefits + Attractive incentives,
Keyskills :
sales marketing businessdevelopment target customerrelations newclientacquisition crossselling financialservices clientacquisition customermarketing wealthpreservation legislativerelations ndepthanalysis