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22/09 Maria Colin
HR at I Cap Financial Services

Views:159 Applications:40 Rec. Actions:Recruiter Actions:36

I Cap Financial Services - Investment Manager (1-5 yrs)

Bangalore Job Code: 130094

We have Openings for Dynamic and target oriented Sales Professional, with proven record of accomplishment in wealth management / equity markets.

Responsibilities and Duties:

- Hands on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationship.

- Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds and insurance.

- Assisting Affluent clients on their Investments, managing their overall financial portfolio, and deepening the wallet of existing clients to achieve increase in share of wallet and revenues.

- To constantly engage with customers to identify their needs on non-equity products and position the product offerings to them.

- To ensure constant dissemination of product information and features of all new products shifting to the existing HNI Clients.

- Helping the clients with portfolio transfers.

- Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.

- Must be able to achieve stretched targets in a result-focused environment and must be able to generate new business based on acquisition and revenue generation through equity.

- Responsible for cross selling products like Insurance, Mutual funds, portfolio Management Service (PMS).

Key Skills:

Good communication skills, HNI client acquisition, Stock Broking, Understanding financial preferences of the customer, Financial planning& analysis, Excellent service and relationship building skills, Knowledge in Indian Stock Marketing is Mandatory.

Required Experience and Qualifications:

- Must be a graduate/ Post graduate from Finance /Marketing domain with minimum 6-months experience in a stock broking firm only are qualified.

- Please see that the candidates only from Bangalore can apply.

- Need Candidates with prior experience of acquiring, managing and servicing Ultra High/High Net worth Clients across all asset classes in a Broking/Private bank/wealth management setup.

- NCFM/NISM Certification is an added advantage

- Must have the ability to work individually and as a group. Should be self-driven and target oriented.

- Achieve best in class productivity in order to maximize the efficacy of the sales process.

- Should act as a productive resource by fulfilling the budgetary expectations of the organization.

Job Type: Full-time

Interested candidates please share your updated.


Contact us at 9380415128.

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