- Financial Services
- Any Graduate
Website Kunvarji Group
Skills & Experiences
- Hard working, ready to go and meet clients.
- Excellent communication and negotiation skills.
- 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.