Job Description

To develop and manage relationships with HNI clients in order to provide them with investment products and services in line with their risk profile.

To deal with product like Private Equity, PMS, Direct Equity (Cash & F&O), Mutual Funds (Debt & Equity), Currency Trade, Real Estate, Real Estate Funds, Structured Products, Bonds (Primary & Secondary Market), General Insurance & Life Insurance.

Managing a team of Sales Executives and Telecallers. 

Responsible for recruiting, training and nurturing the team.

Serve as a dedicated single point of contact for HNWI clients and to upscale their assets under management.

To continuously track market trends and customer requirements and give feedback to product team to design new products

Good quality, timely and proactive services to all clients

Desired Candidate Profile

Please refer to the Job Description above

Key Skills

Key Skills

. Life Insurance, Mutual Funds, Fixed Deposits, Wealth Management, HNI Client Handling, Investment Products, Private Equity, General Insurance, Finance, Bonds

Qualification

. Any Graduate

Additional Qualification

. Life Insurance, Mutual Funds, Fixed Deposits, Wealth Management, HNI Client Handling, Investment Products, Private Equity, General Insurance, Finance, Bonds

Industry

. Banking/Financial/Insurance Services

Functional Area

. Sales/Business Development

Job Role

. Sales/Business Development-Manager

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