Roles and Responsibilities
# Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above)
# Up-selling various financial investment products to new and existing HNI clients.
# Creating more pool of HNI category of clients through reference of existing HNI clients
# Introducing new HNI clients in the system through Seminars & Events.
# Liaison between HO and region for creating more up-sell opportunities.
# Promote Focus Product of the month
# Maintain records of business on internal software CRM etc.
Desired Candidate Profile
# Currently managing a large Book / AUM
# Consistent performer enjoying an excellent reputation in market.
# Excellent connectivity with client to take them along.
# Not a frequent job change.
# Excellent communication and presentation skill.# Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products
#.It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.
Industry preferred: Banking, NBFC & Wealth Management
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