Posted By
Keerti Gupta
Senior Manager - Talent Acquisition at AUM Capital Market Pvt. Ltd.
Last Login: 26 April 2024
15545
JOB VIEWS
1339
APPLICATIONS
704
RECRUITER ACTIONS
Posted in
Sales & Marketing
Job Code
1399117
This is an individual role. (Not a team-leading one)
- Local candidates will be considered.
- Minimum experience of 4 years & above in Wealth Sales.
- Candidates with Wealth Management experience will only be considered.
- Client acquisition, activation of inactive clients, client retention.
- 360-degree Financial planning of HNI, UHNI and Corporate clients.
- Analyzing Risk profile of clients and pitching the right product.
- Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.
- Successfully developing and maintaining clients- relationship
- Understanding capital market scenarios and knowledge of Wealth.
- Managing and building a financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.
- Competitive landscape understanding (Competitor activity, new product development).
- Sales promotions to increase client base.
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Posted By
Keerti Gupta
Senior Manager - Talent Acquisition at AUM Capital Market Pvt. Ltd.
Last Login: 26 April 2024
15545
JOB VIEWS
1339
APPLICATIONS
704
RECRUITER ACTIONS
Posted in
Sales & Marketing
Job Code
1399117