Preferred Relationship Manager In A Leading Financial Co.
Investment Banking, Private Equity & VC
Please click on the Apply to verify the status of jobs posted more than 15 days ago, as they may have expired. Similar Jobs
Job Description
From 5 to 10 year(s) of experience
₹ 7,00,000 - 17,00,000 P.A.
Kolkata, Mumbai, Nagpur, Pune, Ahmedabad, Jaipur, Bangalore/Bengaluru, Delhi / NCR
Roles and Responsibilities
# Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above)
# Up-selling various financial investment products to new and existing HNI clients.
# Creating more pool of HNI category of clients through reference of existing HNI clients
# Introducing new HNI clients in the system through Seminars & Events.
# Liaison between HO and region for creating more up-sell opportunities.
# Promote Focus Product of the month
# Maintain records of business on internal software CRM etc.
Desired Candidate Profile
# Currently managing a large Book / AUM
# Consistent performer enjoying an excellent reputation in market.
# Excellent connectivity with client to take them along.
# Not a frequent job change.
# Excellent communication and presentation skill.
# Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products
#.It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.
Industry preferred: Banking, NBFC & Wealth Management
Perks and Benefits
+ Incentive & other benefits.
Key Skills
Wealth ManagementHNIFinancial Planning
Retail SalesBook SizeMutual FundClient AcquisitionRelationship ManagementInsuranceAUMUHNITAMI
Skills highlighted with ‘‘ are preferred keyskills
Education
UG:Any Graduate
PG:
Looking to get Placed? Try our Placement Guarantee Plan
Doctorate:Doctorate Not Required
Company Profile
Fortune Human Capital (P) Ltd
Our client is a leading Wealth Management Co. having diversified financial interest and dominant presence in market. They are being counted among Best Employer.
Company Info
Recruiter Name:HR department
Contact Company:Fortune Human Capital (P) Ltd
Telephone:+91-XXXXXXXXXX
Reference Id:PRM
Skills
CRMPlanningIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Fortune Hyundai in Partapur, Meerut is one of the leading businesses in the Car
Important dates & deadlines?
Application Deadline
09 Aug 22, 12:00 AM IST
Similar Jobs
View All
Don't Miss out any Updates
Subscribe now for the latest job alerts
and never miss an update
Preferred Relationship Manager In A Leading Financial Co.
Share with
