Hni Or Pcg Sales Apex Services. Hiring For One of leading broking firms
Apex Services. Hiring For One of leading broking firms
Office Location
Full Time
Experience: 4 - 4 years required
Pay: INR 800000 - INR 1800000 /year
Type: Full Time
Location: Delhi
Skills: demat accounts, equity sales, hni sales, share market, Revenue generation
About Apex Services. Hiring For One Of Leading Broking Firms
Job Description
Greetings from "APEX SERVICES"
Designation- HNI Sales
CTC- upto-18 LPA + incentive + other benefit
HNI SALES
ROLES & RESPONSIBILITIES: -
1- The Relationship Manager will be responsible for bringing their existing clients (Affluent
& Super Affluent) and building a strong client book.
2- Maintaining client relationships and generate AUM from preferred clients.
3- Advising Affluent clients on their Investments and managing their overall financial
portfolio and deepening the wallet from existing clients
4- Track the Affluent & Super Affluent Client segment in the market for new client
acquisition
5- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6- To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.
7- To conduct and assist in organizing seminars, workshops and other business
development activities.
Kindly reply with an updated CV on apex.sandhyapatel@gmail.com