Changeleaders Consulting Pvt
Location
Pune | India
Job description
RESPONSIBILITIES:
- Acquisition and servicing of HNI/UHNI customers - Providing Investment planning and advice based on their requirements and goal - Profiling customers and providing financial products to meet customer needs - Ensuring the highest levels of service to the client /HNI customers - One-point contact for the assigned customer - Review and diversify existing client portfolio regularly and provide guidance accordingly - Should have sound product knowledge related to insurance, mutual funds, fixed income, etc. - Catering to the investment needs of clients by providing them with research-based advice in MF, Insurance, PMS and structured Products offerings, AIF, Bonds, and Fixed Deposits - Update and cross-sell products to existing clients and update them about the primary and secondary market trends - Achieving sales and revenue targets spread across the product mix- Reviewing the team's performance for optimization of revenues
DESIRED CANDIDATE PROFILE : Communication Skills : Should have excellent communicating, ability to explain complex information clearly and in a simplified manner. Analytical Skills : able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability Should always identify opportunities for greater profitJob tags
Salary
