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07/06 Iqra Sayed
Talent Acquisition Recruiter at Hunarstreet Technologies Pvt Ltd

Views:62 Applications:15 Rec. Actions:Recruiter Actions:4

Sales Role - HNI Clients - Portfolio Management Services (3-10 yrs)

Mumbai/Indore/Navi Mumbai Job Code: 329345

Job Specifications :

Role Designation : HNI Sales

Department : Sales - Investment Products

Function : Sales Company

Reporting to : Cluster Manager- Investment Products

Location : PAN INDIA

Job Purpose :

- Getting productivity from HNI clients in Portfolio Management Services (PMS),

- Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling Insurance.

Key Deliverables :

1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.

2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

3. To give your full involvement to support clients to maintain long-term relationship with them.

4. Daily meetings with clients

Role Requirements :

- Educational Qualifications : Graduate


- Experience : 3+ Years in Equity/MF

- Domain Knowledge : Equity

- IT Skills : MS Office

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