Manager- Investor Relation

Bellwether Talent Solutions Pvt Ltd
  • Ahmedabad, Surat, Rajkot
  • 10-15 lakh
  • 5-10 years
  • 24 Aug 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Identify and close business for the firm with High Net Worth Individuals (HNI) . Promote Investment products to clients and provide end-to-end service until closure. Leverage own rolodex of HNI clients in addition to lead generation by the firm. Very Dynamic Sales oriented personality. Aggressive Business Development Professionals. Very Fluent in English (this is a must).

Job Responsibilities:
Sales & Business Development focusing on Investment Products targeted for HNI clients
Responsible and accountable for Channel Partner's Sales/ Business
Assist /help to generate leads and log in prospective applications
Seek commitment from the partner towards achievement of business objective
Relationship Management
Managing the relationship between internal team and channel partner so as to foster sales for the company
Prospect and meet customer as when required
Providing timely reports to the Supervisor as per the requirement.
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team.

Candidate must have good HNI /UHNI circle.
or good experience of dealing with HNI / UHNI clients.

Minimum qualification- Graduate, Post graduate would be added advantage.
Minimum 4-8 yrs of HNI Client Sales
Real-Estate based investment experience preferred
Sound knowledge and understanding on Investment Products
Should be very strong with interpersonal and influencing skills
Peer level co-ordination and influencing skills.

Competencies/Skill sets for this job

Sales Process Business Development Hni Wealth Products

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