Responsibilities
Responsible for recent client acquisition, building recent relationships and increasing depth in existing relationships with High net worth clients.
Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
Cross Selling of other financial products – like MF and Structured products
Will be responsible for primarily selling Equity based investment products.
Responsible for achieving targets as assigned by the organization on a monthly basis.
Understands clients risk profile and maximizes the ‘risk vs.



reward’ balance for individual clients by optimizing product mix.
Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. 8. Provide regular updates to the immediate superior as and when required.

Candidate Profile Bank : Wealth Managers, Relationship Manager & Acquisition Manager dealing into Premium & HNI sales

Securities, Investment & Wealth Companies : Wealth Managers, Relationship Manager & Acquisition Manager dealing into Equity Sales

Sales Skilled from Premium Cars, Holiday & Airlines Industry

Pay: ₹70,000.00 - ₹100,000.00 per month

Work Location: In person

📌 Pcg Sales Hyderabad
🏢 Yasasve Consulting
📍 Hyderabad