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 clients 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 amit@assuredjob.com & connect on 7827930908 for more details.
Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
Hi,We are hiring for a leading wealth and asset management firm.Roles and Responsibilities 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 clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory.