We are hiring for the Private Client Group vertical for our client, a leading broking and Wealth Management firm

The openings are in the teams - Advisory & Sales

Looking out for candidates having strong client handling skills and has prior exposure of handling HNI clients.

Position - PCG-Advisory & Sales

Package: Competitive and as per industry norms upto 12 lacs

Designation : (Sr Manager / AVP / VP)

Location: Worli/ Parel

Job Description:

- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.

- Acquiring new clients & retaining the old clients by periodic meetings.

- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

- Individually handling clients with the book size of 25 lacs & above.

- To Promote all the product line of Mutual fund. And Third Party Investment Products

- Creation of revenue & Activation of clients through effective Advisory.

- Cross selling of other products like Mutual fund, PMS, Insurance.

- To up sell Mutual fund products to clients

- To generate fresh leads and acquire clients through reference to shore up the clientele

- Achieving growth and hitting sales targets by successfully managing the sales of Mutual Funds &Third Party Investment Products

- Designing and implementing a strategic business plan that expands company's customer base and ensure its strong presence.

- Develop a sales strategy to achieve organizational sales goals and revenues.

- Set individual sales targets with sales team.

- Build and promote strong, long-lasting customer relationships, understanding their needs.

- Targeting new clients expending client database.

- Maintaining individual sales records, individual client database, demo schedules, achieved targets.

- Handling Queries & complains of client's & solving it within TAT.

Desired Skills:

- Must have 3+ yrs of experience in selling Mutual Funds/ TPP along with Equity Sales

- Having 1+ year of team handling

- Should possess effective communication and presentation skills.

- Ability to convince and negotiate with a confident and determined approach.

- Should be highly self motivated and ambitious in achieving goals.

- Should be capable of thriving in the competitive market

- Should be able to work in team and also perform independently

- MBA prefered

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