Manager - HNI Sales(Wealth Management)

PeopleStrong HR Services Pvt. Ltd.
  • Kolkata
  • 2-7 lakh
  • 2-7 years
  • Views
  • 31 Oct 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

* Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
* Individually handling clients with the book size of 25 lacs & above.
* Creation of revenue & Activation of clients through effective Advisory.
* Cross selling of other products like Mutual fund, PMS, Insurance.
* Handling Queries & complains of client's & solving it within TAT.
* Acquiring new clients & retaining the old clients by periodic meetings.
* Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.


Job Posted By

Mukesh Choudhary
Senior Recruitment Associate