Posted By: I Mates Consultants | Posted on: May 10, 2019
Ernakulam/Cochin/Kochi Coimbatore
500000-1300000
4-16
Description:

Profie - Business Development Manager | Portfolio Management Services | Wealth Management

Scope of the Role - Sourcing HNI clients for Portfolio Management Service.

Job Responsibilities -

1) Acquirine New PMS relationships for the company.

2) Conduct various marketing activities to create the quality leads.

3) Develop and build the HNI client base.

4 ) Update the recent market changes and pass the same to the clients.

4) Client first attitude, professional demeanour, personal integrity and positive attitude

Willingness to take additional responsibility to scale up the business to greater Heights.

Ideal Fitment - Candidate with good experience in Financial products and Capital market experience.

Skills:
Agency management channel management PMS Portfolio Management Service Life Insurance Agency Development Manager

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