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Sharekhan
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Acquisition Manager - Premium Account

Acquisition Manager - Premium Account

2 - 7 years

|

4 - 9 Lacs

hyderabad chennai bengaluru

Posted:18 hours ago| Platform:

Apply

Skills Required

wealth management mutual funds private banking premier banking portfolio priority banking pms sales hni acquisition ultra hni client handling hni sales ultra hni amc mf asset management investment advisory private wealth investment products aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes
Achieve healthy broking revenues without compromising on clients profitability.
Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced)
Responsible for handling Clients and their queries .
Staying updated with market trends

Preferred candidate profile

Experience of minimum 2 yrs in Securities background in Sales or RM.

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