Responsible for sourcing Demat account , sales of Mutual fund
Responsible for achieving targets based on acquisition and revenue generation through equity
Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
Provide regular updates to the immediate superior as and when required
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
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 profile
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
Salary: INR 4,00,000 - 9,00,000 PA.
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services, Banking, Investments, Insurance
Role Category:Financial Services/Stock Broking
Role:Sales/Business Development Manager-Broking
Desired Candidate Profile
IIFL Securities Limited
Contact Company:IIFL Securities Limited