Location:. Santhome, Chennai - 2 Positions.
Mumbai - 1 Position (Office to be finalized within a couple of months from the candidate's joining; likely Andheri or BKC).
Role:
Acquiring customers for Mutual Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, Estate Planning, etc , and managing their portfolios.
Key Responsibilities:
- Relationship management of mapped customers and handling their portfolios.
- Increasing wallet share of existing customers.
- Proactively generating references from existing customers and acquiring new ones.
- Regular interaction with prospects and customers for business penetration.
- Procuring business across multiple products and services and meeting revenue deliverables.
- Opportunity to generate additional business through appointing Business Associates.
Experience:
- Minimum 3 years of relevant experience.
- Experience in Mutual Funds is mandatory.
- For Mumbai, minimum 4 years of Mutual Fund Relationship Management experience with strong product knowledge.
Required Skills / Expectations:
- Should possess an existing client base.
- Proficient in English communication.
Qualification:.
- Enablers from the Organisation:.
- Expert team with rich industry experience to support sales conversions.
- Comprehensive mobile app/web portal for execution, portfolio monitoring, and report downloads.
- Strong focus on continuous knowledge enhancement and learning opportunities.
Growth Trajectory:
- Organisation with ambitious expansion plans offering early leadership opportunities for promising candidates.
- Potential consideration for ESOPs based on value addition.
Certification: NISM V-A (Optional for Chennai, Mandatory for Mumbai).
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