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High Net Worth Individual
2 weeks ago
Job Description:
**Responsibilities**:
- Actively engage with High Net Worth Individuals (HNIs) and institutional clients to understand their investment needs and preferences.
- Conduct thorough research on financial markets, investment opportunities, and economic trends to generate insightful ideas and recommendations.
- Develop and maintain strong relationships with existing and prospective clients to enhance client retention and facilitate business growth.
- Coordinate with institutional clients and provide them with timely updates, reports, and analysis to support their investment decisions.
- Collaborate with internal teams to ensure seamless execution of client requests and deliver exceptional service.
- Identify and pursue opportunities for empanelment with institutional clients and HNIs to expand our client base.
- Meet sales targets and objectives by effectively pitching research insights and investment ideas to clients.
- Prepare and deliver engaging presentations to showcase our research capabilities and investment opportunities.
- Represent the company at industry events, conferences, and seminars, and maintain client relations during such events.
- Demonstrate excellent presentation skills and professionalism while representing the company in various forums.
- Stay updated with industry developments, regulatory changes, and market trends to provide informed advice and recommendations to clients.
- Maintain accurate records of client interactions, transactions, and feedback for reporting and analysis purposes.
**Requirements**:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Minimum of 2 years of experience in sales, financial analysis, or relationship management roles within the financial services industry.
- Strong understanding of financial markets, investment products, and wealth management principles.
- Excellent communication and interpersonal skills, with the ability to build rapport and credibility with high-profile clients.
- Proven track record of achieving sales targets and driving revenue growth.
- Ability to work independently and collaboratively in a fast-paced and dynamic environment.
- Proficiency in Microsoft Office suite, especially Excel and PowerPoint.
- Certification such as NISM Series-V-A: Mutual Fund Distributors Certification or NISM-Series-X-A: Investment Adviser (Level 1) would be an advantage.
- Willingness to attend industry events and represent the company, with good presentation skills.
This is an excellent opportunity for a motivated individual with a passion for finance and sales to join a reputable organization and contribute to our continued success in serving the needs of our valued clients.
**Salary**: ₹38,725.22 - ₹44,403.43 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
**Experience**:
- total work: 3 years (required)
- 3G: 1 year (required)
- 5G: 1 year (required)
Ability to Commute:
- Mumbai, Maharashtra (required)
Ability to Relocate:
- Mumbai, Maharashtra: Relocate before starting work (required)
Work Location: In person
**Speak with the employer**
+91 8108461922
