Company: Angel Broking Private Limited
Angel Broking's tryst with excellence in customer relations began more than 20 years ago.
Designation: Relationship Manager
Department : Wealth Management
Job Description:
* The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
* Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc.
* Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile.
* Maintaining client relationships and generate AUM from preferred clients.
* Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
* 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.
* To coordinate with product and research team for taking investment decision for the clients.
* To conduct and assist in organizing seminars, workshops and other business development activities.
Contact : Imran - 9963562231
Looking for Sales Professional with minimum 1 to 5 years
experience in Insurance Sales.
Should have good market understanding and well networked in the market.
Must have ability to push ideas to HNI Clients.
Direct payroll of the company (Angel Broking pvt.Limited)
Qualifications
UG - Any Graduate - Any Specialization,
PG - Any PG Course - Any Specialization
Compensation: Salary +unlimited Incentives
Job Location - Hyderabad
Interview Venue:
Angel Broking Pvt Ltd , 3rd Floor, Above Centro Footwear Mall,
Nagarjuna Circle, Banjarahills, Hyderabad.
Please Carry this Call letter printout and Pan Card for the interview.
Regards,
Md Imran (HR - Business Partner)
9963562231
Salary:INR 3,00,000 - 5,00,000 P.A.
Industry:Banking / Financial Services / Broking
Functional Area:Sales , Retail , Business Development
Role Category:Retail Sales
Role:Sales Executive/Officer
Employment Type:Permanent Job, Full Time
.
Desired Candidate Profile
Please refer to the Job description above
Company Profile:
Angel Broking Private Limited
Angel Broking's tryst with excellence in customer relations began more than 20 years ago. Today, we have emerged as a premium Indian stock-broking and wealth management house