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02/05 Khushbu Mistry
Recruitment & HR Support at Team Ace HR LLP

Views:9 Applications:5 Rec. Actions:Recruiter Actions:4

Sales Role - HNI Sales - Investment Product (3-5 yrs)

Mumbai Job Code: 323930

Key Deliverables :

1. Client sourcing for Investment Products - PMS/AIF/MFs , Insurance and Broking Accounts.

2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.

3. New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs

4. Daily meetings to be done with existing clients and new prospects for business.

Role Requirements :

Educational Qualifications : Graduate

Experience : 3+ Years in Equity/MF/PMS/Broking

Domain Knowledge : Equity

IT Skills : MS Office

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