Specialist - Affluent Client Segment (Rajasthan)

Hi Greetings, I would like to offer you a job opportunity .The position is with Mutual Fund company and they are looking for Specialist
- Affluent Client Segment Location
- Jaipur & Coimbatore Key Responsibilities 1. Client Acquisition and Relationship Management
- Identify, prospect, and acquire recent high-net-worth clients (HNWIs)
- Build, nurture, and sustain long-term relationships with existing clients
• Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales
- Attain deep expertise in mutual funds and alternative investment products
- Present and explain product features, benefits, and associated risks to clients effectively
- Drive cross-selling and upselling initiatives to achieve sales and revenue targets for the assigned region


- 3. Market Intelligence and Competitive Analysis
- Monitor industry trends, regulatory updates, and competitors strategies
- Formulate innovative sales strategies to enhance market presence 4. Compliance and Risk Management
- Ensure adherence to regulatory guidelines and internal compliance standards
- Proactively manage risks to safeguard clients' and the companys interests
• Maintain precise and up-to-date documentation of client interactions and transactions Skills and Qualifications If Interested, Please share below required details on for further processing Current CTC Fixed + Variable Expected CTC Notice Period

Thank you Sangeeta Bhadane Apply on Kit Job: kitjob.in/job/4n5tx2