Preferred Relationship Manager in a leading financial Co.

☞ Fortune Human Capital (P) Ltd

見る: 102

更新日: 06-05-2024

場所: Jaipur Rajasthan Mumbai Maharashtra Nagpur Delhi Union Territories

カテゴリー: 売上高

業界: Banking

レベル: Key Account Manager

ジョブタイプ: Full Time, Permanent

給料: ₹ 5,00,000 - 15,00,000 P.A.

経験: 5 - 10 years

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仕事内容

Roles and Responsibilities

# Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above)
# Up-selling various financial investment products to new and existing HNI clients.
# Creating more pool of HNI category of clients through reference of existing HNI clients
# Introducing new HNI clients in the system through Seminars & Events.
# Liaison between HO and region for creating more up-sell opportunities.

# Promote Focus Product of the month

# Maintain records of business on internal software CRM etc.

Desired Candidate Profile

# Currently managing a large Book / AUM
# Consistent performer enjoying an excellent reputation in market.
# Excellent connectivity with client to take them along.
# Not a frequent job change.
# Excellent communication and presentation skill.

# Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products

#.It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.

Industry preferred: Banking, NBFC & Wealth Management

Perks and Benefits

+ Incentive & other benefits.
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締切: 20-06-2024

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