HR Manager at Jobs To All
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Senior Manager - Sales - Investment Product (5-8 yrs)
1. The job requires managing a wealth of HNI clients by suggesting different asset classes like Mutual funds, PMS, AIF, Corporate Fixed Deposits, Bonds, Peer to Peer Lending and Insurance.
2. To facilitate the sales process, it will be important to understand the client requirements in terms of financial goals, risk tolerance, and time horizon of planned investments.
3. Clients will be provided with a plan of investments and then execution to be facilitated on client confirmation through technology (App/Web).
4. The person will have full ownership from the initial conversation with a prospective/existing client to conversion.
5. The person should have a passion for meeting & interacting with clients.
Ideal Candidate :
- 5-8 year of experience and a good understanding of investment products described above
- Good Command over written and spoken English and Hindi. Knowledge of any other Indian language will be an added advantage.
- Proficient in the use of emails, MS Office, Google tools like Sheet, Doc, Meet etc.
- Likes to interact with people by meeting or by engaging digitally.
- Willing to work in a performance-oriented organization
Should have either NISM - Series V-A certification or Certified Financial Planners (CFP)
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