Financial Advisor - HNI Sales

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RK HR Management

Location :

Mumbai, Maharashtra, India

Discipline :

Industry

Posted Date :

06 September 2022

Job Type :

Full Time

Salary :

Best in Industry

Job Description

Acquire HNI investors and facilitate their trade and investments.Acquiring high-value relationships with HNI or high-income segment.Advise and manage including trading for Clients and servicing them.To generate broking revenue from through sale of equity, MF, PMS and other products including third-party products.To keep one self-updated on the financial markets and in advisory products / services in particular. Desired Skill Set and profileThe candidate should be working in an individual contributor role and handled a large portfolio .Must possess excellent influential skills and be able to inspire trust and confidence in clients.Cross sell and up sell existing products to the existing and new clients.Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.A thorough understanding of financial markets, their behaviour, macro movements with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients.Candidate with AMFI, IRDA, NISM certification will be given preference

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