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 2 Years of experience handling Wealth Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Valuable relationship management and service focus skills.
- Good communication and presentation skills. Investment Product knowledge is mandatory. .
