Locations: Mumbai, Pune, Nasik & Ahmedabad.

Key responsibilities include:
Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
Track the HNIUltra HNI segment in the market for current client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios.
Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness
Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling
Formulate outbound and inbound sales plans to acquire current HNI Clients to increase customer base of the portfolio




Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
To provide & maintain, on an ongoing basis, a dailyweekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies:
Ability to use & analyze data tools related to wealth products
Benchmarking Peers Execution on Key InitiativesManagement
Discussion MIS Review
Maintaining external network i.e. maintaining contact with the customers
Attitude to service clients by providing them with smooth and superior service delivery
Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization
Aptitude towards delivering high-quality customer service with valuable organizational and interpersonal skills
Decision-making skills with a solid sense of ownership and ability to work under pressure
Ensure compliance with ke

📌 Senior Manager Mumbai (India)
🏢 4S Advisory
📍 India