Job Description

• Candidate will be responsible for acquiring Preferred clients (HNI/Ultra HNI having AUM 5 CR & below single individual client). 


• Advising clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.


• Responsible for selling products like Mutual Funds, Insurance, PMS, Bonds, FDs, Structured products- Ambit Alpha etc.


• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.


• Cross selling of Equity,Commodity,Currency, Loan distribution 


• Reactivation for clients with AUM more than 10 Lakhs.


• Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.


• To conduct and assist in organizing seminars, workshops and other business development activities.


• Maintaining client relationships and generate AUM from preferred clients.

 

Desired Candidate Profile

Please refer to the Job Description above

Key Skills

Key Skills

. Cross Selling, wealth manager, wealth rm, preferred rm, preferred relationship manager, wealth priority, hnw, hni, premier imperia, AUM, Wealth Management, preferred private banking, priority banking, mutual funds, investments

Qualification

. Any Post Graduate

Additional Qualification

. Cross Selling, wealth manager, wealth rm, preferred rm, preferred relationship manager, wealth priority, hnw, hni, premier imperia, AUM, Wealth Management, preferred private banking, priority banking, mutual funds, investments

Industry

. Banking/Financial/Insurance Services

Functional Area

. Banking/Insurance

Job Role

. Relationship Executive/Manager-Key Accounts

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