Job description
Key Deliverables:
New client acquisition to acquire 7-8 new clients per month from open market
Cross selling of third party investment products
Revenue generation revenue to be generated from the all the products from sourced accounts
SIPs 5 SIPs per month of Rs. 2000 each.
Role Requirements:
Educational Qualifications: Post Graduation
Experience: 1+ Years in sales/wealth management of handling the HNI clients.
Team handling experience: Not mandatory
Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products
Perks and benefits :
Decent Incentives and Appraisals.
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Yash :9156902218
Role: Sales Manager
Industry Type: Investment Banking / Venture Capital / Private Equity
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management
Education
UG: Any Graduate
PG: Any Postgraduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
AcquisitionSales managerRelationship ManagerStock MarketEquity Sales
Mutual FundsBrokingCross SellingCross SalesMutual Funds SalesHNI AcquisitionWealth ManagerDematCasaHNI SalesTPPMFRMCasa SalesDmatSharesInvestment ProductsBrokerageInvestment