Hni Relationship Manager Anand Rathi Financial Services Limited
Anand Rathi Financial Services Limited
Office Location
Full Time
Experience: 4 - 4 years required
Pay: INR 700000 - INR 1400000 /year
Type: Full Time
Location: Mumbai City
Skills: Mutual funds, hni sales, equity sales, hni acquisition, Structured Products, broking, equity broking, hni client handling, aif, non
About Anand Rathi Financial Services Limited
Job Description
PRIMARY JOB RESPONSIBILITIES
- It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence.
- Promote Focus Product of the month.
- Maintain records of business on internal software CRM etc.
- Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products
- Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.
Functional / Technical Skills
- Good Knowledge of capital market
- Portfolio Management
- Financial Planning
Behavioral Skills
- Lead from the front (playing captain approach)
- Customer Satisfaction
- Team management.