CEO at Man-United Management Consultants (P) Ltd
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Sales Manager - Private Client Group - HNI (2-6 yrs)
- Generating leads and sourcing new HNI / Corporate clients with minimum ticket size of 25 Lakhs & above
- Acquisition of new HNI clients for Equity, Derivatives, currency & commodity Markets.
- Maintaining healthy relationships with all the potential clients.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
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