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HNI UHNI sales person for AMC

4 - 8 years

0 Lacs

Posted:8 hours ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

Hiring for Direct sales- HNI role for leading asset management company. Location - Ahmedabad, Vadodara, Gujrat Experience -4-8 years CTC -Negotiable Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (# HNI ) and Ultra High Networth Individuals (# UHNI ), Family offices and introduce products of # AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for Amc 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and company’s policies & processes at all times. - Knowledge & Essential Skills: - Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. - Good knowledge of financial products. - Consistently exceed the client’s expectations by being dedicated and passionate. - Excellent communication skills and a strong executive presenceAcademics: MBA or Graduate. Show more Show less

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