Job Description :
Acquisition of De-mat / Trading account from open market
Achieving monthly targets.
Achieving minimum margin amount target.
Conduct lead generation activities for sales penetration.
Meeting clients and pitching cross sales & wealth products.
Wealth products include Life insurance, General insurance & fixed deposits, Mutual Funds etc
Generate Equity Business and maintain strong client relationship
Experience Range : 1 - 5 years
Educational Qualifications : Any graduation, Any PG
Job Responsibilities :
The relationship manager will be responsible for acquiring preferred clients (HNI / Ultra HNI).
Maintaining client relationships and generate AUM from preferred clients.
Track the HNI / Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
To conduct and assist in organizing seminars, workshops and other business development activities.
Skills Required :
convincing skill,communication skill,new lead generation skill
Candidate Attributes :
An analytical mind with problem-solving skills.
Excellent organizational and multitasking abilities.
A team player with leadership skills.
Knowledge of MF & Wealth Management Instruments would be added advantage.