2.0 - 8.0 years

3 - 12 Lacs

Delhi, India

On-site

Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references. Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients. Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio. Collaborating with product and research teams to make investment decisions for clients. Achieving budgeted targets in terms of client acquisition, business volume, and assets. Sharing regular communications with clients regarding information, research, and organizational materials. Candidate Qualifications: The ideal candidate for this role should possess the following qualifications: Detailed product knowledge of key investment products, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Experience in handling an Asset Under Management (AUM) of 20 crores and above. Excellent social and interpersonal skills. Comfortable with client acquisition in a Business-to-Consumer (B2C) setting. Expertise in equity, mutual fund, and real estate advisory, as well as the capital market. Preferably experience in acquisition of High Net Worth Individuals (HNIs) and Ultra HNIs. Required Skills: Networking and relationship-building Knowledge of investment products Client acquisition

Posted 3 weeks ago

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RM ( Relationship Manager ) Shivam Stock Broking

2.0 - 7.0 years

5 - 6 Lacs

Patna

Work from Office

Primary Responsibility: It is direct sales profile so candidates should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationships and he/she should be aware of local market intelligence Maintain records of business on internal software CRM etc. Visit clients and acquire asset/business. Personal Skills: Good Communication and leadership skill. Fast learner & Adaptive Equity & Derivative Knowledge. NISM Certification proffered Preferred Candidate Profile Candidate should have 2 Year in broking industries or managing bank AUM of Privilege Clients Advantage With Us No third party products target but additional weightage and incentive is available. Attractive & transparent incentive plan Travel reimbursement as per actual Two Saturdays off in a month Walk-in Detail : - Walk in date: 26-may-2025 to 30 -jun-2025 Walk in time: 9:00 am to 6:00 pm Venue : Shivam Stock Broking pvt ltd (Share khan) .1st floor, Sisodia Palace, East Boring Canal Road, Patna (800001). Contact : Nidhi (6299924341)

Posted 1 month ago

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