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11/03 Sana
Consultant - Talent Sourcing at Rightmatch

Views:42 Applications:6 Rec. Actions:Recruiter Actions:0

Sales Role - HNI & UHNI - AMC (5-16 yrs)

Gujarat/Rajkot Job Code: 316431

- Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI) and family offices and introduce products of AMC across MF / PMS / AIF.

- Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by clients and periodically review the same.

- New client acquisition through referrals from existing clients.

- Deepen the relationship and increase the share of the wallet for AMC.

- Network with clients to identify avenues for new business opportunities.

- Maintain the highest level of service and delivery to all clients.

- Maximise client experience by proactively sharing market updates, trends, and other information.

- Ensure compliance with all regulatory requirements and company policies &processes at all times.

Knowledge & Essential Skills :

- Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients.

- Good knowledge of financial products.

- Consistently exceed the client's expectations by being dedicated and passionate.

- Excellent communication skills and a strong executive presence.

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