Director at Intellectual Capital HR Consulting Pvt Ltd
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Head/HNI Client Relationship Manager - Private Client Group - Broking Firm (3-7 yrs)
This opening with one of our Client which is one of the top Broking Firm.
Department - Private Client Group
Location-Mumbai
Number of Positions -1
Position - Head
Job Role:
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra 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 client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
- Will be responsible for primarily selling all kind of 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 an when required.
Job Requirement:
- Graduate / Post graduate with 3-7 years of experience in direct selling
- Should have good communication & presentation skills.
Nishi Parikh
NBFC - Head Recruiter
Intellectual Capital HR Consulting Pvt. Ltd
Landline: 022-41284026
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