Designation:AVP/Senior Manager/Manager - Sales - Private Clients Group - Securities Firm
Company Name:Leading Securities Firm
Key Skills: Sales #BFSI Sales #Banking #Wealth Management
Sector: Banking,Financial services,Insurance
Industry Vertical: Wholesale and Corporate Banking
Functional Area: Sales and Business Development
Experience: 02-10yrs
CTC: -Lacs
Location: Bengaluru/Banglore,Chennai,Hyderabad/Secunderabad,
Job Posted on: 10-02-2016
Prefered Level: Middle
Job code: PCB
Job Description:
Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. - Cross Selling of other financial products like MF and Structured products - Will be responsible for primarily selling Equity based investment products. - Responsible for achieving targets as assigned by the organization on a monthly basis. - Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix. - Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. - Provide regular updates to the immediate superior as and when required.
Company Profile:
Leading Securities Firm
Additional mail id:
Contact Details:
Company:Technohr consultants
Contact Person:dilip
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