Recruiter at Talent Leads HR Solution Pvt Ltd
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Financial Advisor - HNI Sales - Demat/Mutual Funds - Broking (2-4 yrs)
Job Description :
Purpose of role :
The role would demand sales of Equity and TPP products to HNI customers
Key Responsibilities :
- The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships.
- Acquire new clients for Demat & Trading accounts through networking, data base and references.
- He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a suitable competitive Edge with End to end customer relationship management.
- Meet Non-Trading Customers and activate them.
- Selling of TPP mandatory.
- Track the UHNI/HNI segment in the market for new client acquisition and deepening existing relationships
- To coordinate with product and research team for taking investment decision to the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities
Qualification, Experience & Desired Skills :
- Graduate/PG graduate with 2 to 4 years of sales experience from BFSI/NBFC background
- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
- Good understanding of financial products and present the same to customers.
- Knowledge in brokerage is desirable.
- Exceptional customer relationship management.
- Excellent oral and written communication skills with clarity of thought, speech and expression.
- Excellent interpersonal skills.
- Good Analytical Skills.
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