Hni Sales

*We are hiring for HNI Sales
- Wealth position for Delhi location. Below is the details for the same-**
• *ROLES RESPONSIBILITIES: -**
- 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 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.
• *Benefits**:

- Health insurance

Shift:

- Day shift

Ability to commute/relocate:

- Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Please Provide the AUM/Portfolio Management Details?
- What is your Highest Qualification?
• *Experience**: Read more