Job Responsibilities
Key responsibilities include:
- Use financial acumen and investment expertise to review a clients information, work closely with the Research and Advisory team to provide superior investment solutions, thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
- Track the HNI / UHNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.
- Focus on business development and achieve growth in relationship value, revenues improve client stickiness.
- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling.
- Formulate outbound and inbound sales plans to acquire new HNI/UHNI/Family office Clients for increasing the customer base of the portfolio.
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client's risk profile.
- To provide maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting any other records which may be required by the Team to keep up-to-date records of sales performance.
Qualifications And Skills
- Up to 3 - 5 years of Relevant experience in Investment Advisory / Wealth management.
- MBA in Finance or CA or equivalent will be given preference.
- Relevant certifications (RIA level 1 level 2 from SEBI, if successfully passed).
This job is provided by Shine.com
