We are looking for Sales professionals with a NBFC.
Location: Mumbai,Rajkoat, Baroda, Surat,Nasik,Goa,Pune, Ahmedabad
Clientiele- HNI , UHNI
Yrs of experience- 5 -12 Yrs
Level- Mid to Senior level
Industry: Banking/ Financial services / NBFC/ AMC
1-Acquiring high net worth individuals and providing with tailored broking & financial services with the goal of sustaining and growing long-term wealth
2-Developing strategies for the clients portfolio as per the clients Investment Policy Statement and the current market trend & conditions
3-Analyzing the prevalent financial & economic environment; identifying business risks, monitoring clients portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels
4-Providing time to time investment advisory and given them proper investments solutions as per there requirement.