Posted By
Mohsin Shaikh
Senior Recruitment Consultant at CareerNet Technologies Pvt Ltd
Last Login: 18 December 2018
2880
JOB VIEWS
48
APPLICATIONS
39
RECRUITER ACTIONS
Posted in
Sales & Marketing
Job Code
640093
We have an excellent opportunity for you into Private Client Group NBFC into wealth management.
Job Location: Hyderabad
Experience required: Graduate with 5 to 8 years / Post graduate from a premier institute with 2 to 5 yrs exp in direct selling
CTC Offered: Maximum 23 LPA (Depending upon last drawn CTC and experience)
KEY RESPONSIBILITIES AND ACCOUNTABILITIES:
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI / 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 primarily responsible for identifying, and souring clients in equity broking
- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on
- 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 and when required
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Posted By
Mohsin Shaikh
Senior Recruitment Consultant at CareerNet Technologies Pvt Ltd
Last Login: 18 December 2018
2880
JOB VIEWS
48
APPLICATIONS
39
RECRUITER ACTIONS
Posted in
Sales & Marketing
Job Code
640093