Pcg Dealer

4 days ago

Vile Parle Mumbai Maharashtra, India Ultrahire HR Advisors Full time

❖ Responsible for acquiring & upselling to quality clients through networking,

database and market intelligence and be the one point of contact for these high

net-worth clients

❖ Promote Sales of third party products - Should be able to acquire privilege clients

and able to sell MF, Insurance, PMS, AIF and other Structure Products

❖ He/she should preferably have maximum number of own clients relationship and

he/she should be aware of local market intelligence

❖ Maintain records of business on internal software CRM etc.

❖ Provide personalised financial services and investment advice based on individual

client needs so that they can make informed investment decisions

❖ Provide a comprehensive approach to wealth management and financial planning

for clients and complete investment planning and advice

❖ Stay current on industry trends, regulatory changes, market dynamics
- Provide

feedback on market trends and client needs and ensure adherence to regulatory

requirements and company policies to maintain highest standards of ethical

conduct.

❖ Work closely with internal teams to ensure alignment of sales efforts with overall

business objectives.

❖ Ensure highest levels of service to the client / HNI customers

❖ Regular follow-up with all potential leads across products for effective conversion

❖ Maintain a positive, professional demeanour and supports an environment that

values uncompromising excellence in customer service.

Pay: From ₹300,000.00 per year

Schedule:

- Day shift

**Experience**:

- managing bank AUM / HNI client: 3 years (required)

Work Location: In person

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