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Job Description
Role & responsibilities
- Catering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business targets.
- Responsible for product penetration and increasing client wallet assure.
- Identifying Prospective clients and acquiring new clients.
- Candidate should have experience of managing /acquiring wealth & HNI customers.
Preferred candidate profile
- Candidate should have atleast 4 years of experience handling Wealth Product Sales
- Any Graduate/Post Graduate with Relevant Experience
- Good Relationship Management and service focus skills
- Good communication and presentation skills
- Investment product knowledge is mandatory
Perks and benefits
BI - Annual Appraisal Program
Growth in fixed CTC twice a year with attractive quarterly incentives
Skills
Wealth ManagementInvestment AdvisoryHNI AcquisitionFinancial AdvisoryInvestment ProductsInvestmentAcquisitionAdvisoryIf 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.
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