Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up
ROLES & RESPONSIBILITIES: -
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing client relationship and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
Required Candidate profileAny Graduate/ Post Graduate with any other qualification / certification like CFP/ NISM will be an advantage.
With a min of 2 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients
Should be from Banking / Broking / Insurance industry / Wealth will be preferred for this position.
Excellent Communication Skill
Interested candidates please share your updated profile to below mail id
Contact No: 044 40069619
Salary: INR 3,00,000 - 8,00,000 PA.
Industry:Banking / Financial Services / Broking
Desired Candidate Profile
IIFL Securities Limited
IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
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Contact Company:IIFL Securities Limited