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Urgent Hiring for Team Leader, KAM, PCG Sales

7.00 to 12.00 Years   Mumbai City   04 Jan, 2024
RAINA INFOVISION PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

    Dear CandidateWe have openings for Team Leader/Key account manager/ Equity advisor/RM/ PCG sales in reputed NBFC company .Job Responsibility :-Sales:-
    • The Relationship Manager will be responsible for bringing their existing clients (Affluent
    & Super Affluent) and building a strong client book.
    • Maintaining client relationships and generate AUM from preferred clients.
    • Advising Affluent clients on their Investments and managing their overall financial
    portfolio and deepening the wallet from existing clients
    • Track the Affluent & Super Affluent Client segment in the market for new client
    acquisition
    • To research, investigate and update them on available investment
    opportunities/financial market trend to determine whether they fit into clientsportfolios.
    • To coordinate with product and research team (Centralize CFP Team) for taking
    investment decision for the clients.
    • To conduct and assist in organizing seminars, workshops and other business
    development activities.Team Leader :-
    • The Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)
    • Maintaining client relationships and generate AUM from preferred clients.
    • Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    • Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition
    • To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
    • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
    • To conduct and assist in organizing seminars, workshops and other business development activities.

Keyskills :
securitiesadvisorypcgfundacquisitionportfoliohandlingsalesinvestmentnismequityleaderhniteam

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