The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities:
- Dialogue with our clients to understand their risk profiles and challenges
- Present value-proposition to sales leads and current customers
- Prospect for new sales leads and close sales
Qualifications:
- 1-8 years of experience with Mutual funds
- Ability to manage multiple HNI clients
- Sales mindset
- Robust communication and interpersonal skills