01Responsibilities
Catering to the investment needs of clients by providing them research based advice 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 clients wallet share. Identifying prospective clients & acquiring new clients.
Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
Should have at least 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. .
