Senior Manager/AVP- Sales

Staffio HR
  • Mumbai
  • Confidential
  • 10-20 years
  • Views
  • 05 Jul 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Talents with Sales experience in Ultra HIN/HNI Clients - Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients - Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories. - Maintaining client relationships and generate AUM & IR from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet. - 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. - Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra 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 Will be responsible for primarily selling all kind of 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 an when required


Job Posted By

Sandesh
Talent Evangelist

About Organisation

Staffio HR