job role:
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:
4+ years of experience in hni sales, investment banking, or wealth management.
experience in building and maintaining relationships with high-net-worth individuals and institutions.
strong knowledge of investment products & wealth product sales.
excellent communication and interpersonal skills with the ability to communicate complex financial matters to clients.
should be comfortable in individual role.
apply with updated resume at & connect on for more details.