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PCG Sales

Avilox Jobs Gateway (opc)

6 - 8 years

|

2 Lacs

noida gurugram delhi / ncr

Posted:2 hours ago| Platform:

Apply

Skills Required

wealth management hni hni client handling portfolio management mutual funds client relationship management account management stock market business administration investment management aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management).
Understand and assess client investment needs and risk appetite to provide personalized financial advice.
Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes.
Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability.
Conduct regular client meetings and ensure they are logged in the meeting tracker.
Maintain a client mining focus to increase wallet share and deepen existing relationships.
Disseminate investment ideas, stock recommendations, and analyze annual reports for enhanced client engagement.
Support new client acquisition efforts and build long-term, high-value relationships.
Stay updated with market news, financial trends, and regulatory developments.
Attend post-result conference calls, analyst meets, and other knowledge-enhancing events to improve service delivery.
Leverage personal and professional networks to open quality accounts.

Key Skills & Competencies:

Strong understanding of the equity markets and investment products.
Mandatory experience managing HNI and corporate clients.
Self-motivated and driven with a passion for financial markets.
Strong communication, presentation, and interpersonal skills.
Ability to work independently while collaborating across teams.

More Jobs at Avilox Jobs Gateway (opc)

PCG Sales

noida, gurugram, delhi / ncr

INR 2 - 2 Lacs

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Avilox Jobs Gateway (opc)

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