- Wealth Management
- Any Graduate
Skills & Experiences
- Candidate should have at minimum 3 years experience of working in Business Development and Sales role at wealth management/private banking firm.
- In-depth knowledge of products such as AIF, PMS, MF, Bonds and Structured Products.Excellent communication and negotiation skills.
Location : Ahmedabad
Number of Position :01
- 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 client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
- Experience of selling investment products like AIF, PMS, 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
- Excellent track record of managing portfolio of Clients and generating revenue.
- Direct-sell products and services to both new clients.
- Liaison with Distributors to resolve queries and revenue generation.