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, relationship manager, wealth priority, Wealth Management, preferred private banking, priority banking, mutual funds, investments

Qualification

. MBA

Additional Qualification

. Cross Selling, wealth manager, relationship manager, wealth priority, Wealth Management, preferred private banking, priority banking, mutual funds, investments

Industry

. Banking/Financial/Insurance Services

Functional Area

. Accounting/Auditing/Tax/Financial Services

Job Role

. Product Manager - Mutual Funds

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