Karnal, Jamshedpur, Rourkela, Jalandhar, Ludhiana, Alwar
Job Role:
Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business target.
Responsible for product penetration and increasing client’s wallet share.
Identifying prospective clients & acquiring new clients.
Candidate should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
4+ years of experience in HNI Sales, investment banking, or wealth management.
Experience in building and maintaining relationships with high-net-worth individuals and institutions.
Strong knowledge of investment products & wealth product sales.
Excellent communication and interpersonal skills with the ability to communicate complex financial matters to clients.
Should be comfortable in individual role.
Apply with updated resume at amit@assuredjob.com & connect on 7827930908 for more details.
Experience | 5 - 11 Years |
Salary | 10 Lac To 16 Lac P.A. |
Industry | Financial Services / Banking, Investments / Insurance / Stock Market / Loan |
Qualification | Professional Degree |
Key Skills | HNI Acquisition Portfolio Manager Insurance Sales Mutual Funds Wealth Manager Equity Sales Banking Sales |
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