Priority Customer Group

2 weeks ago

Mumbai Maharashtra, India Arihant Capital Markets Ltd Full time

Priority Customer Group (PCG) / High Net Worth Individual (HNI) / Financial Analyst - Mumbai (Female only)

Company: Arihant Capital Market Limited

Location: Andheri, Mumbai

**Salary**: Up to 50,000 INR per month + 20% incentive on sales

Contact:
Ashish Mishra
Human Resource Generalist

+91 8108461922

**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.
- 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.

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**: ₹40,725.22 - ₹50,403.43 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 5 years (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

  • Group Product Manager

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Zydus Group Full time

    Role: Group Product Manager Experience: 8 -12 years of product marketing experience in Pharma Industry Qualification: B. Pharma + MBA - Marketing OR Pharma. Management Therapy: Cardio/ Diabetic Industry Preference: Only from Pharma Industry Job Location: Mumbai (Goregaon)Job DescriptionDevelopment, collaboration, implementation, & accountability for...

  • Group Product Manager

    5 days ago

    Mumbai, India Zydus Group Full time

    Role: Group Product Manager Experience: 8 -12 years of product marketing experience in Pharma Industry Qualification: B. Pharma + MBA - Marketing OR Pharma. Management Therapy: Cardio/ Diabetic Industry Preference: Only from Pharma Industry Job Location: Mumbai (Goregaon) Job Description - Development, collaboration, implementation, & accountability for...

  • Group Product Manager

    5 days ago

    Mumbai, India Zydus Group Full time

    Role: Group Product Manager Experience: 8 -12 years of product marketing experience in Pharma Industry Qualification: B. Pharma + MBA - Marketing OR Pharma. Management Therapy: Cardio/ Diabetic Industry Preference: Only from Pharma Industry Job Location: Mumbai (Goregaon) Job Description Development, collaboration, implementation, & accountability for...

  • Group Product Manager

    2 days ago

    Mumbai, India Zydus Group Full time

    Role: Group Product ManagerExperience: 8 -12 years of product marketing experience in Pharma IndustryQualification: B. Pharma + MBA - Marketing OR Pharma. ManagementTherapy: Cardio/ DiabeticIndustry Preference: Only from Pharma IndustryJob Location: Mumbai (Goregaon)Job Description- Development, collaboration, implementation, & accountability for strategic...

  • Group Product Manager

    2 days ago

    Mumbai, India Zydus Group Full time

    Role: Group Product Manager Experience: 8 -12 years of product marketing experience in Pharma Industry Qualification: B. Pharma + MBA - Marketing OR Pharma. Management Therapy: Cardio/ Diabetic Industry Preference: Only from Pharma Industry Job Location: Mumbai (Goregaon)Job DescriptionDevelopment, collaboration, implementation, & accountability for...

  • Relationship Manager-Affluent-Priority-Regional sales

    3 weeks ago

    Mumbai, India Kotak Mahindra Bank Limited Full time

    Job Description Job Role- - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in...

  • AVC:Virtual RM-Priority

    5 days ago

    Mumbai, India Axis Bank Full time

    Job Description About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the...

  • Group Head

    1 week ago

    Mumbai, India Interactive Avenues Full time

    Performance Marketing: Associate Group Head/Group HeadJob descriptionPosition SummaryWe are looking for you - dynamic, best-in-class talent - to join the Interactive Avenues as a Group Head. This role is responsible for leading performance marketing operations and performing many critical functions within the Performance Marketing team. These tasks include,...

  • Group Product Manager

    4 weeks ago

    Mumbai, India Zydus Group Full time

    Role: Group Product Manager Experience: 8 -12 years of product marketing experience in Pharma Industry Qualification: B. Pharma + MBA - Marketing OR Pharma. Management Therapy: Cardio/ Diabetic Industry Preference: Only from Pharma Industry Job Location: Mumbai (Goregaon) Job Description Development, collaboration, implementation, &...

  • Group Product Manager

    4 weeks ago

    Mumbai, India Zydus Group Full time

    Role: Group Product Manager Experience: 8 -12 years of product marketing experience in Pharma Industry Qualification: B. Pharma + MBA - Marketing OR Pharma. Management Therapy: Cardio/ Diabetic Industry Preference: Only from Pharma Industry Job Location: Mumbai (Goregaon) Job Description Development, collaboration, implementation, &...