Here is an excellent opportunity for you to join IIFL Securities Limited.
WEALTH MANAGEMENT (AUM):
Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up
ROLES & RESPONSIBILITIES: -
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing client relationship and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update them 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 as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
Required Candidate profile
Any Graduate/ Post Graduate with any other qualification / certification like CFP/ NISM will be an advantage.
With a min of 2 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients
Should be from Banking / Broking / Insurance industry / Wealth Management/ Asset Management Company/ Mutual Fund will be preferred for this position.
Excellent Communication Skill
Interested candidates share your updated profile to email@example.com
IIFL is a financial services conglomerate which was started by a group of passionate entrepreneurs in 1995. The genesis of IIFL lies in the power of dreaming big and believing in your dreams.
IIFL is a key player in both retail and institutional seg... Read More