Financial Service Expert _Financial Advisory
- Obox Hr Solution
- 4 to 9 Yrs
- Mumbai
- 5 years ago
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Job Description
Hello,
We have an opportunity for you to work as "FSE - Financial Service Expert" with one of our esteemed client.
JD --
Acquiring HNI clients for various Moneyedge financial products Generate revenue by selling core products and cross-selling financial products Maintaining client relationships and generate AUM from preferred clients Advising clients on their investments and managing their overall financial portfolio Focusing on increasing the product per customer and deepening the wallet from existing clients Generating referrals from the existing clients Tracking the HNI client segment to acquire new clients Engaging with the existing clients and updating them of the latest financial trends Researching, and updating yourself on the available investment opportunities/financial market trend to determine whether they fit into clients portfolios Conducting and organizing seminars, workshops and other business development activities Leading a team of Relationship Managers and Relationship Development Executives to grow business if you have the following skills and qualifications: You should be a graduate or post graduate with relevant work experience You should have a certification in AMFI You should have minimum 3 years of work experience in the banking or broking industry, and should have managed clients with a portfolio of more than Rs. 8 to 10 crores You must have the ability to gain the trust of the client and guide them to develop and maintain their portfolio You must have a thorough understanding of financial markets and new investment options to advice the client Excellent verbal and written communication skills with excellent clarity of thoughts
Kindly share your resume to te******i@ob***r.com or whats app me on 8291132***
Regards,
Tejaswini
Employement Category:
Employement Type: Full timeIndustry: NBFC ( Non Banking Financial Services )Role Category: Investment Banking / M&AFunctional Area: Not ApplicableRole/Responsibilies: Financial Service Expert _Financial AdvisoryContact Details:
Company: Obox HR SolutionsLocation(s): Mumbai
Obox Hr Solution
OBOX HR Solutions is a leading end-to-end HR solutions provider with a wide range of comprehensive services to offer and a distinct expertise in guiding corporates, international start-ups and multi-national companies.
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