SkillGenic
Location
Indore | India
Job description
Job Role:
* Acquisitions of HNI Clients by tracking Affluent & Super Affluent client segment in the
market for new clients.
* Maintaining client relationship and generate AUM from proffered clients.
* Advising Affluent clients on their investments and managing their overall financial portfolio
and depending the wallet from the existing clients.
* To research, investigate and update them on available investment opportunities / financial
market trend to determine whether they fit into client's portfolios.
* To coordinate with the product and research team for taking investments decision for the
clients as per their financial requirements.
* To conduct and assist the organizing seminars, workshops and other business
development activities.
Must have some add-ons:
* Should be from a similar background and relevant experience of min 3 years. (HNI Sales
skills)
* Confident and smart personality helps in cater the high-ended customers.
* Excellent communication skills.
* Immediate joining will be an added advantage.
* Familiar with the terms of PMS, Equity, MF etc.
Job tags
Salary
