Esteemed client of Orion TrueTech Services India Gurgaon, Haryana, India
Nov 21, 2017Full time
Job Description:Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories. Mutul Funds, SIP, Bonds, Equity, Commodites, Maintaining client relationships and generate AUM 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. Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales Responsible for achieving targets based on acquisition and revenue generation through equity. Skill sets required: - Excellent written and oral communication skills. - Strong Organizational Skills. - Strong Communication and Interpersonal Skills - 8+ years of experience in investment/financial services. - Teamwork and Collaboration. - Relationship Management.