Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer
Acquire new customers who meet product criteria through cross-referencing
Required Candidate profile
Education Qualification: Any gradudate/ Post Graduate Location: Indore/ Mumbai/ Pune Product: Mutual Fund/ Investment Products CTC : Best in Industry
Job Classification
Industry: Banking, Financial Services, Broking Functional Area: Sales, Retail, Business Development, Role Category: Institutional Sales Role: Institutional Sales Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization, Graduation Not Required Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required