Designation: Manager/Senior Manager - Wealth Mgt( HNI Sales)JOB ROLE:- Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above)- Up-selling various financial investment products to HNI clients.- Creating more pool of HNI category of clients through reference of existing HNI clients- Getting new HNI clients in the system through Seminars & Events.- Creating up-sell opportunity for existing HNI clients.- Generating min 1x of his own salary.- Liasioning between HO and region for creating more up-sell opportunities.Criteria for Recruitment:Qualification - PG/MBA from reputed institute or Graduate from good college.Experience - Minimum 6-10yrs in handling HNI relationship, Sales & Financial Planning of HNIClients 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.Target companies: - Banks, Wealth Management.Interview Process: - HR + Head Distribution + Regional Business Head.CTC Range: - Rs 10 to 15 LPAFor Internal recruitment search: Look for candidates having good vintage in their present as well as previous companies (Atleast minimum tenure of 2-3 yrs in previous employe (ref:updazz.com)
