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Harsh Shah

Co-Founder at Hire up

Last Login: 23 May 2024

Job Views:  
222
Applications:  59
Recruiter Actions:  48

Job Code

1390816

Client Relation Role - Financial Product

5 - 25 Years.Mumbai/Pune/Ahmedabad/Vadodara/Baroda/Surat/Goa/Nagpur/Nasik
Posted 2 months ago
Posted 2 months ago

We are seeking highly passionate individuals to join our Client Relations team.

Who are You?

- You are a professional responsible for sales of Company's product offerings by acquiring, developing and managing customer relationships of HNI's, ultra-HNI's and NRI's.

- To start with, you will be part of a young and dynamic team that is achieving gross sales of 20 lacs to 2 crores every month. Our top performing managers achieve a gross sales of 5 crores every month because of the large and diversified product basket.

- You need good communication skills and strong knowledge about the clients investments to succeed in this profile.

- This is a high-connect job where you will be working closely with affluent clients. You work together with the inhouse product sourcing team and plan the best strategies to enhance the clients alternate investment portfolio.You should also advice customers on potential risk factors.

- You will be in constant contact with the clients, ensuring their aspirational and financial needs are met through Company's product offerings.

- You are in charge of multiplying their wealth and enhancing alternate investments through Company's product offerings. It is your job to handle the intricacies of their portfolio while analyzing and handling their requirements.

- You are a competent manager well-trained in financial planning and investment services & also familiar with new developments in the alternate investment industry.

Who fits the role?

- You need to be a post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. You must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa.

- Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients.

- Candidates should be working in the following industries - banking, private banking, financial services, real estate and luxury products. Excel in selling products in the range of 50 lacs to 5 crores.

- Banking & private banking RM's should be having a portfolio of 50+ crores from which they are generating a revenue of 50+ lacs every year.

What are your responsibilities?

1) Research, identify, connect and tenaciously generate new potential clients

2) Methodically qualify, build, and manage an accurate sales funnel

3) Strategically plan and achieve sales target annually

4) Maintain a high volume of activity including outbound calls, emails and ensure continuous client interaction.

5) Responsible for managing the end-to-end sales process for the artworks and collectibles through private sales & auctions.

What are your Competencies?

- Knowledge - Luxury Sales, Financial Product Sales, Wealth Manager Client Relations & Retention

- Skills - Excellent communication skills

- Excellent interpersonal skills

- Good business & negotiation skills

- Prospecting & client management

- Mid-Level - Leadership skills

- Personal attributes - Pleasing personality

- Presentation skills

- Independent thinker

- Self- Motivator

- Technical Skills - Proficient in MS Office suite of Programs

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Harsh Shah

Co-Founder at Hire up

Last Login: 23 May 2024

Job Views:  
222
Applications:  59
Recruiter Actions:  48

Job Code

1390816

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