Mutual Fund Sales - Chennai, India - HR7M Consultant

HR7M Consultant
HR7M Consultant
Verified Company
Chennai, India

4 days ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Position
:
HNI Relationship Managers

Location:
Chennai

Roles and Responsibilities:


  • Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
  • Managing client relationships and generating AUM from preferred clients.
  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
  • To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

Salary:
₹1,400, ₹2,500,000.00 per year


Benefits:


  • Health insurance
  • Paid sick time
  • Provident Fund

Schedule:

  • Day shift
  • Fixed shift
  • Morning shift

Supplemental pay types:

  • Performance bonus
  • Yearly bonus

Ability to commute/relocate:

  • Chennai,

Tamil Nadu:
Reliably commute or planning to relocate before starting work (required)


Experience:


  • HNI clients: 5 years (preferred)

Work Location:
In person


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