The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /wealth client.
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of Ultra HNi and Wealth Client
- Preference to NISM Certified candidates with experience in managing wealth client with in depth knowledge of Mutual Funds.
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
