Specialist - Affluent Client Segment

2 - 7 years

15 - 25 Lacs

Posted:4 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Hi

Greetings,

I would like to offer you a job opportunity

The position is with Mutual Fund company and they are looking for Specialist - Affluent Client Segment

Key Responsibilities

1. Client Acquisition and Relationship Management

  • Identify, prospect, and acquire new high-net-worth clients (HNWIs)
  • Build, nurture, and sustain long-term relationships with existing clients • Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions.

2. Product Knowledge and Sales

  • Attain deep expertise in mutual funds and alternative investment products
  • Present and explain product features, benefits, and associated risks to clients effectively

• Drive cross-selling and upselling initiatives to achieve sales and revenue targets for the assigned region

3. Market Intelligence and Competitive Analysis

  • Monitor industry trends, regulatory updates, and competitors strategies
  • Formulate innovative sales strategies to enhance market presence 4. Compliance and Risk Management
  • Ensure adherence to regulatory guidelines and internal compliance standards

• Proactively manage risks to safeguard clients' and the companys interests

• Maintain precise and up-to-date documentation of client interactions and transactions Skills and Qualifications

If Interested, Please share below required details on hr51@hectorandstreak.com for further processing

Current CTC Fixed + Variable

Expected CTC

Notice Period

Thank you

Sangeeta Bhadane

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Hector And Streak Consulting logo
Hector And Streak Consulting

Consulting

Metropolis

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