Manager / Sr. Manager - Premia / AUM Sales Posted Feb 22
India Infoline Limited , Chennai, Tamil Nadu, India
Please find the job details below:
Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High Net worth clients
Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
Will be responsible for primarily selling all kind of Equity based investment products.
Responsible for achieving targets as assigned by the organization on a monthly basis.
Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
Provide regular updates to the immediate superior as an when required.