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Job Description
Role & responsibilities
Client Acquisition and Relationship Management:
• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Profiling Customers and providing financial products to meet customer needs.
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
• To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referral.
Actively network and seek referrals to expand the client base and contribute to business growth targets.
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Preferred candidate profile
Minimum Degree: Postgraduate/ Graduate in any discipline.
Minimum Experience 5 - 9 years of Experience.
Skills
Client AcquisitionHNI AcquisitionHNI Client HandlingWealth ManagementHNI SalesHNIMutual FundsPrivate BankingService DeliveryDeliveryIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
16 Jan 26, 04:17 PM IST
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