CEO at Options India Group
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Senior Manager/General Manager - HNI/UHNI & Private Banking Sales (10-20 yrs)
We are currently looking for Sr. Manager & General Manager -Sales for one of the topmost Financial Services conglomerates in India. The position is to be based at MUMBAI.
Company Profile :
Our client is a full range diversified financial services group mainly into Non Banking and Housing Finance, Wealth and Asset Management, Financial Advisory and Broking, Mutual Funds and Financial Product Distribution, Investment Banking, Institutional Equities, Realty Broking and Advisory Services.
The company has a workforce of 12000 employees with 1200 branches across India.
Job Description:
This is purely a sales role and not an advisory role.
- Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients
- Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.
- Maintaining client relationships and generate AUM & IR from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
Qualifications :
- MBA preferably from a Premier MBA institute. Additional certifications like CFA/ AMFI will be an advantage.
Salary : Best in BFSI industry.
Location: Mumbai
Interested candidates may furnish the following details :
- Your latest updated CV as a word attachment:
- Your current and expected Salary package:
- Your willingness to relocate to Mumbai:
Lalit
Options India Group, New Delhi, India
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