High Net Worth Individual - Mumbai, India - Selections HR Services Private Limited

Description

Job Description: High Net Worth Individual (HNI) Sales - Mumbai Location

Location: Mumbai, Maharashtra

Job Purpose:

The incumbent will be responsible for maximizing productivity from High Net Worth Individual (HNI) clients in Portfolio Management Services (PMS), Broking Accounts (A/Cs), and Mutual Fund distribution in the Mumbai region. The primary focus will be on achieving business targets through effective cross-selling initiatives, enhancing existing relationships, and upgrading HNI client portfolios. Additionally, the role entails promoting insurance products to clients.

Key Deliverables:

1. Drive productivity within the Mumbai channel by effectively managing Portfolio Management Services (PMS), Broking Accounts (A/Cs), and Mutual Fund distribution.

2. Achieve assigned business targets through strategic cross-selling, relationship enhancement, and portfolio upgrading for High Net Worth clients in Mumbai.

3. Provide dedicated support to Independent Financial Advisors (IFAs) and their clients in Mumbai to nurture long-term relationships.

4. Conduct regular meetings with Mumbai-based clients to address their financial needs and provide tailored solutions.

Role Requirements:

Educational Qualifications: Bachelor's degree or equivalent.

- Experience: Minimum 3 years of experience in Equity or Mutual Funds.

- Domain Knowledge: Proficiency in Equity markets.

The compensation package for this role in Mumbai is 25 LPA.