(This position would be based out at Residency Road, Richmond Circle) Bengaluru
- Acquiring and addressing the HNI clients on Goal based investment.
- Networking with clients through forums, associations, webinars, events, seminars, corporate events etc.
- Delivering excellent client experience leading to building and growing existing AUM and work towards getting maximum client wallet share.
- Resolution of all queries for all managed clients within specified TAT.
- Collaborating in acquiring and leading client relationships and ensuring to get maximum references from them.
- Conducting regular reviews for the clients.
- Staying informed and updated about market trends, economic conditions, and changes in regulatory landscape.
Required Skills
- Hands-on experience in client management ( in any Mutual Fund Industry / financial space)
with good understanding of financial markets and financial products, Mutual funds, Insurance, PMS.
- A go-getter, yet a pleasing personality with excellent networking and people skills with respect to both clients and the team.
- Ability to close clients and build excellent rapport with clients, identify, track and close opportunities, ability to handle diverse set of clients.
- Possess excellent verbal and written communication with fluency in Kannada.
Qualification: Graduation /Post Graduation + AMFI Certified (VA), would prefer CFP or NISM XA & XB certified
Website: www.happynessfactory.in
Head office Address: MFA Consulting Private Limited, 301, 3rd Floor,
Narain Chambers, M. G. Road, Next to Vodafone Gallery, Vile Parle-East.