HEAD PREFERRED CLIENT GROUP, Bangalore
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Here are the details of HEAD PREFERRED CLIENT GROUP job in AnandRathi. This job or placement paper has been sourced from either company website or newspaper or other media and from students who appeared for this job. User is requested to verify the data before applying for the job.
Minimum Qualification: MBA / Post Graduate
REQUIREMENT: Excellent Opportunity for Head - Preferred Client Group based at Regional Office at Bangalore
Designation: AVP/ VP (HEAD - Preferred Client Group)
Team handling of Preferred Relationship Managers (PCG/ HNI)
Provide financial planning services through products like mutual funds, structured products, insurance, asset allocation, bonds, direct equity etc
Acquiring high value relationships into the Preferred Client group
Managing relationships of HNI / UHNI clients, retaining & enhancing advisory relationships
To generate revenue from existing customers mapped and from new clients
To execute cross sell efforts as per focus of the organization at any given point in time
To keep one self-updated on the financial markets and in advisory products / services in particular
Open to look for entire team with Group Leader
Criteria for Recruitment:-
Qualification PG/MBA from reputed institute or Graduate from good college
AMFI certification and knowledge of Mutual Funds would be an added advantage
Experience Minimum 5-12 yrs in handling HNI relationship, Sales & Financial Planning of HNI Clients from BFSI or any other sector with good business / market knowledge
Having experience of handling HNI Client acquisitions and Relationship Management & service
Personality: - Smart, Good Pleasing Personality, Good communication
Interview Process: Head HR + Business Head- Executive Director
CTC Range: - Open
INCENTIVE POLICY: - 10-20% of CTC on achievement of 3 Times of Salary
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AnandRathi is a leading full service financial services firm covering the entire gamut of investors. The firm, founded in 1994 by Mr. Anand Rathi, today has a pan India presence across 750 locations. The Company offers a full suite of products to serve our clients’ business lifecycle needs, geographic reach in an increasingly global market, and deep expertise in core middle market sectors.
AnandRathi is a learning organization committed to continuous skill enhancement and training of all employees. The Company has dedicated training cell that focuses on enhancing behavioural and technical skills of employees across the group.
2E,2 nd floor, Century plaza,
560-562,Anna salai Teynampet,
Chennai - 600 018.
Tel No : +091 044 4341 3700
Fax : +091 044 4341 3703
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