Overview

Job title: Senior HNI Sales Specialist

Company: Selections HR Services Private Limited

Job description: Job Description: High Net Worth Individual (HNI) Sales – Mumbai & Pune Locations Locations: Mumbai, Maharashtra & Pune, Maharashtra Job Purpose: Greetings, esteemed candidates! We seek individuals of exceptional caliber to take on the pivotal role of maximizing productivity within our High Net Worth Individual (HNI) segment in Mumbai and Pune. You will be entrusted with fostering robust relationships, optimizing portfolios, and driving strategic initiatives to meet and exceed business targets. Key Deliverables: 1. Harness the potential of Portfolio Management Services (PMS), Broking Accounts (A/Cs), and Mutual Fund distribution in Mumbai and Pune, ensuring a trajectory of productivity. 2. Employ a nuanced approach to cross-selling, enhancing relationships, and elevating the portfolios of our esteemed HNI clients in the vibrant cities of Mumbai and Pune. 3. Extend unwavering support to Independent Financial Advisors (IFAs) and their clientele, nurturing enduring relationships for sustained growth. 4. Cultivate a culture of proactive engagement through regular meetings with clients in Mumbai and Pune, tailoring solutions to meet their evolving financial aspirations. Role Requirements: – Educational Qualifications: Possession of a Bachelor’s degree or its equivalent, a testament to your commitment to excellence. – Experience: A minimum of 3 years in the realms of Equity or Mutual Funds, where your expertise has been honed and refined. – Domain Knowledge: Mastery in the dynamic landscape of Equity markets, a cornerstone for success in this role.

Location: Mumbai, Maharashtra

Job date: Sat, 04 May 2024 22:15:27 GMT