02 Aug
|
JobStation
|
Pune
Job Description:
- Servicing franchisee & existing PMS clients.
- Build a valuable rapport with them by providing market information & current portfolio status.
- Cross selling of Equity, Mutual Fund & PMS products.
- Having strong analytical & communication skills.
- Ability to learn and be updated in line with the capital markets & current affairs.
- Achieving desired sales targets.
- Daily update the work to the reporting manager by EOD
Desired Profile / Criteria / Skills :
Requirements:
- Education: An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
- Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI
- Clients from BFSI sector with good business / market knowledge. Having experience of handling
- HNI Client Acquisitions and Relationship Management & service.
📌 Area Manager- Franchisee_Pune (Pune)
🏢 JobStation
📍 Pune