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Senior Business Development AUM (hni/ Uhni) : Andheri Corporate Office

5 - 10 YearsMumbai

Posted: 32 days ago

Job Description

  • Responsible for business development through acquisition of high net-worth clients [client acquisition] 
  • Responsible for identifying customer needs and assessing their risk appetite
  • Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
  • Responsible for achieving targets based on acquisition and revenue generation through equity
  • Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
  • Provide regular updates to the immediate superior as and when required
  • Cross-sell products and services to both new and as as existing customers as per their lifestyle, risk profiling and requirements.
  • Analyze client portfolios and make necessary suggestions. 
  • Includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
  • Must ensure the growth of AUM and IR from existing customers mapped to them 

PLEASE NOTE : CANDIDATES FROM BANK, BROKING, WEALTH, INSURANCE WILL BE PREFERRED
 

Interested applicants can share resume at swapnali.barot@iifl.com





Salary: INR 7,00,000 - 17,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time
Keyskills:

Desired Candidate Profile

Please refer to the Job description above

Company Profile

India Infoline Limited
IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
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Contact Details

Recruiter Name:Swapnali Barot

Contact Company:India Infoline Limited

Email :swapnali.barot@iifl.com

Reference Id:Swap-AUM

Website:http://www.indiainfoline.com/

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