Job description

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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