Responsibilities: * Develop sales strategies * Generate leads through using our database. * Generate appointments with strong communication skills * Report on lead quality & conversion rates Prior knowledge of financial products preferred. Mobile bill reimbursements Provident fund
Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Understanding capital market scenarios and knowledge of Wealth. Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients. Competitive landscape understanding (Competitor activity, new product development). Sales promotions to increase client base Client servicing. Preferred candidate profile : Graduate/Post-graduate; With atleast 3 to 12+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries in financial services broking company; Sourcing 'New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role; Good knowledge of financial products (MF, FD, PMS, Structured Product, Sovereign and Corporates Bonds, HL and LAP) will help the candidate perform in the 'Wealth RM' role; Impeccable Communication and Presentation skills Perks and benefits : Platform to progress and grow fast in career for performing employees Competitive Compensation + Incentive Structure
HNI/UHNI and Corporate client acquisition; Build and increase client base by developing, maintaining and deepening client relationship; Provide financial planning and advise investment products in alignment to financial goals; Annual bonus Provident fund