35 years

0 Lacs

Mumbai, Maharashtra

Posted:2 days ago| Platform:

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Skills Required

Bachelor's degree Communication skills Negotiation

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On-site

Job Type

Job Description

department ARMG department_code A3 location Mumbai openings 5 age Age upto 35 Years qualification Any Graduate in Any Specialization experience 1-3 years responsibilities Client Acquisition & Retention: Drive the acquisition of HNI clients by building and maintaining relationships with new and existing clients Bring in a strong client base by leveraging personal networks and previous experience. Assist clients with portfolio management and align offerings to their financial goals. Specialize in selling Investment Products (IP) such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Mutual Funds, Structured Products, and Bonds to HNI clients. Cross-sell a wide range of financial products, ensuring customized solutions for clients' financial needs. Client Relationship Management: Act as a trusted advisor to clients, providing exceptional service to build long-term relationships. Provide continuous financial advice and assistance, ensuring timely communication about market trends and product offerings. Business Development: Develop and execute strategies to identify and target prospective clients within the HNI segment. Drive business growth by achieving sales targets and expanding the client portfolio. Skills: Strong sales and negotiation skills, with the ability to understand the financial needs of clients and provide customized solutions. Excellent communication and interpersonal skills. Proven track record of managing and growing client portfolios. Added Advantage: Candidates with an existing client base in the HNI/Ultra HNI segment. Strong knowledge of financial markets and wealth management solutions.

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