· Responsible for acquiring preferred clients (HNI / Ultra HNI).
· Maintaining client relationships and generate AUM from preferred clients.
· Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
· Track the HNI / Ultra HNI segment in the market for new client acquisition.
· To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
· Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
· Achievement of product-wise targets.
· Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
· Conduct risk profiling of all mapped clients for better advisory on investment needs.
· Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified.
· Ensuring need based product approach towards clients and regular reporting of product penetration.
Job Details
| Posted Date: | 2020-09-27 |
| Job Location: | Dubai, United Arab Emirates |
| Job Role: | Sales |
| Company Industry: | Financial Services |
| Monthly Salary: | US $3,000 |
Preferred Candidate
| Career Level: | Mid Career |
| Degree: | Bachelor's degree |
from Jobs in UAE | Bayt.com https://ift.tt/2HqFeZJ
0 comments:
Post a Comment