Transformative Wealth Mentors Imf Pvt Ltd

Mohali Sector 67

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.- Adequate knowledge of the equity market and the dynamics of the broking business.Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.- Responsible for business development through acquisition of high net-worth clients- Responsible for identifying customer needs and assessing their risk appetite- Responsible for achieving targets based on acquisition and revenue generation through equity- Provide regular updates to the immediate superior as and when requires- Analyze client portfolios and make necessary suggestions.- This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.-Must ensure the growth of AUM and IR from existing customers mapped to themCANDIDATES FROM BANKING, INSURANCE, BROKING, FINANCIAL INSTITUTES HAVING EXPERIENCE IN SALES ARE ELIGIBLE