- CANDIDATE SHOULD BE CURRENTLY WORKING WITH ANY ORGANIZATION.
- ABSCOND CASES AND "CURRENTLY NOT WORKING" CASES WILL NOT BE CONSIDERED.
- THIS IS PURELY A WEALTH ROLE. PLEASE DO NOT APPLY IF YOU DON'T HAVE RELEVANT EXPERIENCE INTO WEALTH.
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
- Provide regular updates to the immediate superior as and when required.
Salary: INR 10,00,000 - 15,00,000 PA.
Role Category:Investment Banking
Desired Candidate Profile
PG:MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization
Doctorate:Doctorate Not Required
Careernet Technologies Pvt Ltd
Contact Company:Careernet Technologies Pvt Ltd