An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Altaa Vistaa in Hyderabad is seeking a professional to manage relationships with HNI clients, focusing on sales and financial planning. The role requires a minimum of 1.5 years of experience in the BFSI sector, strong analytical and communication skills.
Responsibilities include servicing existing clients, building rapport through effective communication, and achieving desired sales targets. The candidate should be updated with capital markets and financial products.
1. Servicing franchisee & existing PMS clients.
2. Build a good rapport with them by providing market information & current portfolio status.
3. Cross selling of Equity, Mutual Fund & PMS products.
4. Having strong analytical & communication skills.
5. Ability to learn and be updated in line with the capital markets & current affairs.
6. Achieving desired sales targets.
7. Daily update the work to the reporting manager by EOD
Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.