Recruiter at Mount Talent Consulting
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Executive - Sales - Private Client Group - BFSI (2-7 yrs)
Job Description
1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNW clients.
2. Responsible 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.
3. Will be primarily responsible for identifying, and souring clients in equity broking.
4. Responsible for achieving targets as assigned by the organization on a monthly basis.
5. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
6. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
