Posted by
Posted in
Sales & Marketing
Job Code
1707063

Job locations : Ahmedabad/Hyderabad
Payscale : Fixed Target Pay upto - 60 - 65 Lakhs + performance bonus
The Group manages 3 lakh crore asset across various financial services areas of operation include Vehicle Financing, Consumer and Enterprise Finance, Retail Stock Broking, Life Insurance, General Insurance, Asset Management and Distribution of Investment and Insurance Products.
50+ year legacy of delivering reliable financial solutions & supported by international partners
Job Description :
Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.
Job Role :
- Client Acquisition & Providing financial solutions for HNI clients & Hire, train, develop a team of private wealth managers. Must ensure the growth of AUM / Book Size
- Responsible for achieving team & SELF targets based on HNI Client acquisition and revenue generation through investment products
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Qualifications :
- CA, CFA, MBA Finance from Top TIER Accredited college or universities
- Any other appropriate certifications as required for the job profile
- Excellent communication, presentation skills with confidence & clarity of thoughts
- Excellent networking, relationship management skills
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Posted by
Posted in
Sales & Marketing
Job Code
1707063