HNI Sales-Investment Products-SSGP (Mumbai)

HNI Sales-Investment Products-SSGP (Mumbai)

22 Oct
|
Important Company of the Sector
|
Mumbai

22 Oct

Important Company of the Sector

Mumbai

Job Purpose

Getting productivity from HNI clients in Portfolio Management Services (PMS),

Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned

in terms of cross selling, enhancing and upgrading the High Net Worth

relationships. He is also responsible for selling Insurance.

Key Deliverables

1. Getting productivity from channel in Portfolio Management Services

(PMS), Broking A/Cs & Mutual Fund distribution.

2. Achieving the Business targets assigned in terms of cross selling,

enhancing and upgrading the High Net Worth relationships.

3. To give your full involvement to support clients to maintain long-term

relationship with them.

4. Daily meetings with clients

Role Requirements

o Educational Qualifications: Graduate

o Experience: 3+ Years in Equity / MF

o Domain Knowledge: Equity

o IT Skills: MS Office

📌 HNI Sales-Investment Products-SSGP (Mumbai)
🏢 Important Company of the Sector
📍 Mumbai

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