Project Manager

  • Financial Services
  • 2-3
  • Ahmedabad
  • Any Graduate
  • 2021-09-13
  • Any

Website Kunvarji Group

Skills & Experiences

  • Hard working, ready to go and meet clients.
  • Excellent communication and negotiation skills.

Responsibility

  • Responsible for building 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 client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
  • Selling investment products like PMS, Investment Advisory Portfolios, Mutual Funds, Bonds & Structured products.
  • 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.
  • Increase your own book and Investment AUM portfolio size through deepening relationships and new acquisition
  • Identify and execute on new business opportunities with existing clients
  • Direct-sell products and services to both new clients.
  • Liaison with Distributors to resolve queries and revenue generation.

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