Posted:3 weeks ago|
Platform:
Work from Office
Full Time
1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence.
2. Promote Focus Product of the month
4. Maintain records of business on internal software CRM etc.
5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products
6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Lead from the front (playing captain approach)
2. Customer Satisfaction
3. Team management.
AnandRathi
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