Rm - Hni Sales - Ahmedabad, Gujarat, India - Serving Skill

Serving Skill
Serving Skill
Verified Company
Ahmedabad, Gujarat, India

3 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

ROLES &


RESPONSIBILITIES:
-

  • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
  • Maintaining client relationships and generate AUM from preferred clients.
  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

Job Types:
Full-time, Permanent


Pay:
₹30, ₹60,000.00 per month


Benefits:


  • Provident Fund

Day range:

  • Monday to Friday

Shift:

  • Day shift
  • Fixed shift

Supplemental pay types:

  • Bonus pay

Travel requirement:

  • Travel

Application Question(s):

  • Should be Comfortable with Field sales / Cross selling
  • From Broking Industry / Private Bank /Wealth management

Education:


  • Master's (preferred)

Experience:


  • Field sales: 1 year (required)
Broking Industry: 1 year (required)

  • Advising HNI Clients: 1 year (preferred)
- manage field work: 1 year (preferred)

  • Stock broking Equity segment: 1 year (required)
  • Financial planning: 1 year (preferred)
  • HNI Relationship: 1 year (preferred)
  • Sales: 1 year (preferred)
- cross selling: 1 year (preferred)


Location:


  • Ahmedabad, Gujarat (preferred)

Work Location:
In person


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