HNI Acquisition Manager - Investment Products
Posted on :
07-06-2024
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Job Description
Role Summary :
Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS) AIFs Mutual Funds Fixed Income Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue by upscaling and deepening the High Net Worth relationships.
Key Deliverables
1. Client sourcing for Investment Products PMS/AIF/MFs Insurance and Broking Accounts.
2. Achieving the AUM Insurance and revenue targets on monthly and quarterly basis.
3. 2 New to Firm relationships to be sourced on monthly basiswith min tick size of 25 lacs
4. Daily meetings to be done with existing clients and new prospects for business.
2. Achieving the AUM Insurance and revenue targets on monthly and quarterly basis.
3. 2 New to Firm relationships to be sourced on monthly basiswith min tick size of 25 lacs
4. Daily meetings to be done with existing clients and new prospects for business.
Role Requirements
1 Graduate with good undwrstanding of Equity/Capital Market and Investment Products.
2 Sound knowledge of Needs of HNI Clients
3 Good interpersonal and communication skills with an ability to sell right product to right person.
4 3 Years in Equity / MF / PMS / Broking
Employment Type
Full Time
Company Industry
Key Skills
- Eclipse
- Bus Driving
- General Employment
- IT Service Management
- Financial Accounting
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