Zonal HR at IIFL Securities Ltd.
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IIFL - Senior Manager/AVP - AUM Sales (5-15 yrs)
We, IIFL (India Infoline) group, comprising the holding company, India Infoline Ltd (NSE: INDIAINFO, BSE: 532636) and its subsidiaries, is one of India s premier providers of financial services.
IIFL offers advice and execution platform for the entire range of financial services covering products ranging from Equities and derivatives, Commodities, Wealth management, Asset management, Real Estate Consultant, Insurance, Fixed deposits, Loans, Investment Banking, Gold bonds and other small savings instruments.
We have urgent opening for below mentioned position.
Designation: AUM-Manager/Senior Manager/AVP
Location: Pune
ROLES & RESPONSIBILITIES: -
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
- Managing client relationship and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities.
PRE-REQUISITES: -
Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up
Please mention your Interest and availability for the position as soon as possible.
Tanu Tyagi | Human Resources
IIFL
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