UP,Haryana,Uttarakhand,Rajasthan,Punjab,West Bangal,Orissa,Jharkhand,Andhra Pradesh,Kerala,Tamil Nadu,Karnataka,Gujrat,MP,Maharashtra,Goa,Chatisgarh,
- Managing the High Net Worth customers.
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
- Profiling Customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the clients.
- Providing financial planning & Investment Advise.
- Acquisition & Servicing of High Net Worth customers.
- Manage the existing portfolio & generating more leads from the existing ones & deal with all kinds of investment propositions & wealth advisory services.
- Deftly handling & interacting with various HNI & NRI clients to generate, repeat & referral business dealing in diverse range of products including MF,Wealth Management,AUM,PMS services.
- Candidates having experience in general wealth products such as mutual funds.
- Should have their own client base and must have skills to generate revenues.
- Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.
- Note: Upcoming Branches
- North Region
- East Region
- South Region
- West Region
Qualifications and Skills
- Graduate with more than 8 years of experience.
- Language- English & Hindi Compulsory.
- Friendly attitude and effective interpersonal skills.
- Effective and clear communication both oral and written, Persuasive - selling skills, Pleasing personality, Target oriented.