Hni Sales

2 weeks ago

Mumbai Maharashtra, India Serving Skill Full time

Sourcing of HNI clients for Investment Products like Portfolio

Management Services (PMS), AIFs, Mutual Funds, Fixed Income,

Insurance and Broking A/Cs. Achieving the Business targets

assigned for AUM and Revenue, by upscaling and deepening the High

Net Worth relationships.

Key Deliverables

1. Client sourcing for Investment Products - PMS/AIF/MFs ,

Insurance and Broking Accounts.

2. Achieving the AUM, Insurance and revenue targets on monthly

and quarterly basis.

3. 2 New to Firm relationships to be sourced on monthly basis

with min tick size of 25 lacs

4. Daily meetings to be done with existing clients and new

prospects for business.

Role Requirements
- Educational Qualifications: Graduate
- Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Equity
- IT Skills: MS Office

**Job Types**: Full-time, Permanent

Pay: ₹500,000.00 - ₹800,000.00 per month

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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