5 - 10 years
6 - 15 Lacs
Posted:2 weeks ago|
Platform:
Work from Office
Full Time
Thorough understanding of financial markets, investment and wealth products, ability to analyze HNI Clients financial portfolios and provide solutions accordingly.
1. Accountable for acquisition of High net worth clients.
2. Responsible for identifying customer needs and assessing their risk appetite.
3. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of
customers.
4. Responsible for achieving targets as assigned by the organization on a monthly basis.
5. Provide regular updates to the immediate superior as required.
1. 5+ years of experience in managing wealth products.
2. Excellent communication with great interpersonal skills.
3. Passion clubbed with hunger to drive business through relationships.
4. Excellent with forecasting and pro-active business planning.
5. Strong sales and negotiation skills.
6. In-depth knowledge of wealth products to provide to HNI.
7. Strong networking skills to expand client base and generate referrals within HNI
Community.
8. Proficiency in technology.
IIFL Capital Services LTD
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