Senior Recuiter at Empower IT System Pvt Ltd
Views:255 Applications:46 Rec. Actions:Recruiter Actions:4
Senior Vice President - HNI/Ultra HNI - NBFC (8-15 yrs)
Job description-
- Identification of 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 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.
- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales
- Training and ensuring seamless induction of newly joined team members and managing attrition within the team.
- Responsible for achieving targets based on acquisition and revenue generation through equity.
- Building and managing a team of AM / RM's.
Skill sets required:
- Excellent written and oral communication skills.
- Strong Organizational Skills.
- Strong Communication and Interpersonal Skills
- 8+ years of experience in investment/financial services.
- Teamwork and Collaboration.
- Relationship Management.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
