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 setup.
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 over all 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
Any 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 from BFSI sector/Wealth Management/ Broking
Good Communication Skills
NOTE: Operations & Analyst profiles please avoid
Interested candidates for sales please walk in to below address
Interview Date: 30th & 31st Dec 2019
Timing: 10.30 to 5.00 PM
IIFL Securities Ltd
No 11, Adam Chambers,
Salary: INR 3,00,000 - 8,00,000 PA.
Industry:Banking / Financial Services / Broking
Desired Candidate Profile
IIFL Securities Limited
Contact Company:IIFL Securities Limited