Senior Executive at Indiabulls
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Indiabulls - Senior Vice President - HNI Sales (7-15 yrs)
1. Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.
2. Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds)
3. Maintaining strong client relationships and generate revenue from preferred clients. Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.
4. Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
5. Responsible for achieving targets based on acquisition and revenue generation majorly through Equity
6. Initiates periodic meetings with Research team to enable them to give structural segment market fundamental report, which facilitate the HNI/UHNI clients to invest better.
7. Responsible for Cross Selling of product like SIP, MF, FIP, PMS, Life Insurance etc with Real Estate Products.
8. Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.
9. Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales.
Qualifications and Years of Experience
Any graduate/MBA Finance/Marketing
Years of Experience : 7 Years - 15 Years predominantly from Equity broking Industry
Preferred Skills:
- Excellent selling and relationship nurturing skills.
- Strong market connect to enable shifting of client-base to new set-up.
- Outstanding written and oral communication skills in addition to presentation skills.
- 6+ years of proven record of managing HNI/UHNI clientele in investment/financial services and nurturing relationship with the customers.
- Teamwork and Collaboration with research team.
- Strong Organizational building skills.
- Should have sound exposure of capital markets.
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