New
Job Preference:
Experience:
5+ year experience in financial services/ Broking Company and Insurance sector.
Location- Chennai, Bangalore, Vizag , Jaipur, Surat
Qualification:
CFA, MBAJob Description:
Job description:
• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
• To achieve budgeted targets in terms of number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment.
• To contact clients periodically and determine if they are satisfied with the service and returns generated.
• To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
• Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
Skills:
Functional Area:
Marketing
Qualification:
CFP / CFA / MBA in Finance / Marketing
Key Skills:
•Should be an individual performer
•Handling a reasonable book size
•Pleasant personality and good communication skills.