Job Description

ITS A REMOTE JOB Purpose of the Job Customer Relationship Management with complete ownership of Sales of subscription, Operations and Financial Planning and Wealth Management for Clients. This position holder will be responsible for managing key relationships and ensures business development across all distribution segments and manage Corporate & SMEs at all locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Key responsibilities • Responsible for achieving Sales of subscription and provide right solution to client through wealth products, acquiring HNI/UHNI. Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding, PMS and other Wealth management products along with Loan • Acquisition of new HNI & UHNI Clients • Ensure right- selling by all team members through regular training. • Ensuring Compliance with regulations. Behavioral Competencies • Confident & Assertive • Good Communicational skills abilities and pleasing personality • Negotiation Skills • Ability to motivate and manage team/People Management • Pursing CFP or Cleared 1 module of AFP, IRDA & AMFI Certified is good if done Role Specific Competencies: Should be having a pleasing & smart personality. Key account management skills. Should have an eye for detail. Product knowledge. Market knowledge / extensively network Formal Qualifications / Prior Work Exp AMFI certification compulsory within 3 months of Joining’s Mandatory - Personal Laptop and WIFI