Talents with Sales experience in Ultra HIN/HNI Clients  - Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients  - Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.  - Maintaining client relationships and generate AUM & IR from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.  - Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.  - Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High Net worth clients  - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to  - identify opportunities and match these opportunities to products/ solutions provided by the organization Will be responsible for primarily selling all kind of Equity based investment products,  - Responsible for achieving targets as assigned by the organization on a monthly basis.  - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.  - Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry  - Provide regular updates to the immediate superior as an when required

Mumbai

Senior Manager/AVP - Sales - BFSI 

Senior Manager/AVP - Sales - BFSI  ,Job Description for Senior Manager/AVP - Sales - BFSI  in Staffio HR in  Mumbai for (10-20) years of experience. Apply Now!

Job Description for Senior Manager/AVP - Sales - BFSI  in Staffio HR in  Mumbai for (10-20) years of experience. Apply Now!