Job Description -

Candidate preferred from Banking & Broking firm who can be a individual contributor and generate leads by himself.

- Acquisition & managing High / Ultra High Net Worth customers

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

- 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.

- Ensure highest levels of customer service to these HNI customers

Job Description:

- This one is Individual Contributor Roles. Candidate should generate sales lead by them self. Person Manage around 60 to 80 Crore AUM individualy.

- Responsible for business development through acquisition of high net-worth clients [client acquisition]

- Responsible for identifying customer needs and assessing their risk appetite

- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

- Responsible for achieving targets based on acquisition and revenue generation through equity

- Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships

- Provide regular updates to the immediate superior as and when required

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.

- 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 new customers

Job Specification:

- Graduate/Post Graduate or MBA/PGDM

- Aggressive and confident individuals with strong client relationships

- Good communication and presentation skills are a prerequisite

- Self driven, target oriented individuals preferred

- AMFI/NISM/NCFM certified preferred

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