5 yrs to 12 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatoryCompulsory
Currently not working candidates will not be consideredCompulsory
Candidate must have experience in field sales services like Mutual Funds, Insurance or PMS etc.Compulsory
23 - 35 yrsCompulsory
Fluent English skills - Ability to SpeakCompulsory
Fluent Hindi skills - Ability to SpeakCompulsory
Marksheets and DegreeCompulsory
Joining and Relieving LettersCompulsory
1) The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the client.
2) The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance & General Insurance
3) Business development through the acquisition of ultra high net-worth clients.
4) Identifying customer needs and assessing their risk appetite.
5) Achieving targets based on acquisition and revenue generation through all investment products.
6) Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Small & Medium Enterprises (SMEs)|Banking / Financial Services / Insurance|500-1000 Employees
Incorporated in 2004, Prudent Broking Services Pvt. Ltd. is a Stock Broking and Depository Participant. Company is a member with Bombay Stock Exchange (BSE), National Stock Exchange (NSE), MCX Stock Exchange (MCXSX) & Central Depositary Services (India) Limited (CDSL). With solid research, well trained people, State of the art infrastructure and Strong IT, Prudent broking is fastest growing company in the field of stock broking.
Wealth manager - Bangalore
at Prudent Corporate Advisory Services Ltd.(Posted by prudent cas)
8Lac - 12Lac CTC
Sivanchetti Gardens, Bengaluru
5 yrsto12 yrs experience
Company Typically replies in 7 d
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