Client Relation Role
4 weeks ago
Who are You?
- You are a professional responsible for sales of Company's product offerings by acquiring, developing and managing customer relationships of HNI's, ultraHNI's and NRI's.
- To start with, you will be part of a young and dynamic team that is achieving gross sales of 20 lacs to 2 crores every month. Our top performing managers achieve a gross sales of 5 crores every month because of the large and diversified product basket.
- You need good communication skills and strong knowledge about the clients investments to succeed in this profile.
- This is a highconnect job where you will be working closely with affluent clients. You work together with the inhouse product sourcing team and plan the best strategies to enhance the clients alternate investment portfolio.
- You will be in constant contact with the clients, ensuring their aspirational and financial needs are met through Company's product offerings.
- You are in charge of multiplying their wealth and enhancing alternate investments through Company's product offerings. It is your job to handle the intricacies of their portfolio while analyzing and handling their requirements.
- You are a competent manager welltrained in financial planning and investment services & also familiar with new developments in the alternate investment industry.
- You need to be a postgraduate having 5 to 15 years of total work experience in sales to HNI, Ultra
- HNI and NRI clients. You must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa.
- Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients.
- Candidates should be working in the following industries banking, private banking, financial services, real estate and luxury products. Excel in selling products in the range of 50 lacs to 5 crores.
- Banking & private banking RM's should be having a portfolio of 50+ crores from which they are generating a revenue of 50+ lacs every year.
1) Research, identify, connect and tenaciously generate new potential clients
2) Methodically qualify, build, and manage an accurate sales funnel
3) Strategically plan and achieve sales target annually
4) Maintain a high volume of activity including outbound calls, emails and ensure continuous client interaction.
5) Responsible for managing the end-to-end sales process for the artworks and collectibles through private sales & auctions.
What are your Competencies?
- Knowledge
- Luxury Sales, Financial Product Sales, Wealth Manager Client Relations & Retention
Skills
- Excellent communication skills
- Excellent interpersonal skills
- Good business & negotiation skills
- Prospecting & client management
Mid-Level
- Leadership skills
Personal attributes
- Pleasing personality
- Presentation skills
- Independent thinker
Self
- Motivator
Technical Skills
- Proficient in MS Office suite of Programs
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