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15/07 HR
HR at Brainamaze Pvt Ltd

Views:27 Applications:18 Rec. Actions:Recruiter Actions:17

Financial Sales Role (2-5 yrs)

Gurgaon/Gurugram Job Code: 82955

To acquire new HNI clients and pursue leads and prospecting.

- Use financial acumen and investment expertise to review a client's personal data, align clients- need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.

- Organizing customer meets / workshops involving presentations in corporates.

- Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors.

- Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Insurance, Real estate, etc).

- Co-owning the AUM and Revenue targets of the company.

- Coordinating with multiple teams to ensure implementation of investments plan.

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls.

- Resolution of queries for all managed clients.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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