Achieve sales and revenue target by selling Investment Products like Mutual Funds, Life Insurance, General Insurance etc.
Ensure new acquisition of HNI clients and providing service to existing and new clients
Regular portfolio reviews in a planned manner and right advise,
Ensure compliance in all aspect of business
Marketing / Finance
One of the top companies which offers wealth management, financial planning and investment solutions, mainly through a range of products like mutual funds, insurance, PE funds, alternate investments, select fixed deposits and IPOs and structured products.
Among the top distributors in the country with AUM (Assets Under Management) with Network of more than 40 branches in 29 cities across India and growing.
MBA / CA with 2-5 yrs of relevant experience, Knowledge of investment products (Mutual Funds, Life Insurance, General Insurance etc.), services. Should have been top performer and displays attitude to learn. Prior experience of dealing with HNI clients is desirable.