We are an NSE, and BSE listed company. We are a Financial Consultant for Fund Raising, Equity Restructuring, Equity Creation, and Other allied activities. We are an emerging Fintech organization headquartered at Hyderabad. We provide expert Financial Solutions for retail investors, small to large scale companies for both listed and unlisted companies.
- Acquire new clients and upsell and cross sell to the existing clients.
- Communicate effectively with clients regarding investment accounts, market conditions and economic trends.
- S/he should have good network and connections in their zone.
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review clients’ data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals.
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle, and risk profiling.
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio.
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.
- always Ensuring client contactability through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls.
- Resolution of queries for all managed clients within TAT specified.
- Should drive the function with or without minimum supervision.
- Ability to manage relationships to improve relationship value of existing Clients.
- Experience in building and maintaining long term relationships, deepening relationship, and growing revenues for the organization.
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills.
- Decision making skills with strong sense of ownership and ability to work under pressure.
- Ensure compliance with key regulatory and bank level requirements.
- Qualification: Post Graduation (MBA)
- Experience: 12 to 15 Years +
- S/he should be available for immediate joining
