Talent Partner at Staffio HR
Views:103 Applications:32 Rec. Actions:Recruiter Actions:0
Senior Manager/AVP - Sales - BFSI (10-20 yrs)
Talents with Sales experience in Ultra HNI/HNI Clients
- Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients
- Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.
- Maintaining client relationships and generate AUM & IR from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.
- 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.
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High Net worth clients
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to
- identify opportunities and match these opportunities to products/ solutions provided by the organization Will be responsible for primarily selling all kind of Equity based investment products,
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
- Provide regular updates to the immediate superior as an when required
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
