HNI Sales_Mumbai

Job Description:

Roles and Responsibilities:

• Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.  
• Manage clients through client visits, suggest financial products to the clients and achieve business targets.  
• Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & acquiring new clients.  
• Candidates should have experience of managing / acquiring wealth & HNI Customers. 

Required Profile:  

• Should have at least 4 Years of experience handling Wealth Product Sales.  
• Any Graduate / Post Graduate with relevant Experience. 
•  Good relationship management and service focus skills.  
• Good communication and presentation skills.  Investment Product knowledge is mandatory. 

Benefits:

• 10-6 work timings(Switch off policy after 6pm that is all your business calls, emails,and office lights get switched off automatically)
• Work-life balance
• No PIP
• Unlimited incentives, foreign trips, national & international events