1. Incumbents will be responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently.
2 Penetration of all products including Mutual Funds(,Major product), Insurance(LI & GI), FD, Bonds, IPO's, in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail.
3. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios4.Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customer's 360 degree financial needs and fulfil with appropriate products.
Desired Candidate Profile:
1. Apart from qualities mentioned above candidate should have high desire to excel in this field.
2. Candidate should have his Own Conveyance (will be reimbursed).
Qualification- Graduate or MBA (Both can apply).
If you are interested for the above opportunity,kindly send your updated CV to firstname.lastname@example.org
Thanks & Regards,
Phone: +91 022 40516677 (Board); Ext: 6677
Mo: +91 7506027624/08850373924
Salary: INR 4,00,000 - 8,00,000 P.A.
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Corporate Sales
Role:Sales/Business Development Manager
Employment Type:Permanent Job, Full Time
Desired Candidate Profile
M/s Gi Human Resources And Services Pvt. Ltd.
Recruiter Name:Nikita Rane
Contact Company:M/s Gi Human Resources And Services Pvt. Ltd.