Who Are We Looking For

  • Responsible for acquiring preferred HNI & UHNI clients.
  •  Meeting personal targets.
  • Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in-person in such a way as to justify the value of the “Premium” service.
  • Proactive attitude of growing the client base through existing client network via referral.
  • Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
  • Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out-of-hours” commitment on evenings and weekends, as part of your relationship management expectations.
  • Understand and specify the needs and preferences of high-value clients and offer tailored support.
  • Liaise with other members of client-facing teams to ensure a high standard of client services.
  •  Driving business acquisition through reference, networking, and channel partnership.
  • Formulate sales plans to acquire new HNI customers for increasing customer base.
  • Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.
  • Ensuring need-based product approach towards clients.
  • Comply with the established companies ‘Ethics & Code of Conduct’ policies.

Job Description

  • Relevant experience over 1-3 year of Sales experience in Financial industry.
  • Excellent knowledge and experience of financial markets