Job Description

This role is only for those who eat breathe & sleep advisory business. There& rsquo s nothing in this world that makes you happier than closing the clients with best results and highest value addition in the most efficient way. The role is for candidates looking to make serious career in the advisory business. Your role will be to identify and hand-hold these HNI clients for all their financial services requirements at large.

Role & Responsibility:-

• Meet clients understand their needs and hand-hold them through the process of Investments.
• Have a good understanding on Insurance Mutual Funds & Financial Services Products.
• Handle end to end client servicing and business development for the company.
• Able to structure deals and develop strong client relationships and increase revenue for the company.
• Responsible for all the revenue targets of the company.
• Coordinate with the internal teams to execute & close deals seamlessly.
• Support the Client with their future requirements & cross-sell other products from the company.