Parag Parikh Financial Advisory Services Limited
Website:
ppfas.com
Job details:
Job Summary This role will be responsible for managing and
prospecting high-net-worth individual (HNI) clients, leveraging existing client relationships, and developing new business opportunities in the Bengaluru . The role involves building and maintaining a robust client portfolio while ensuring high levels of service and delivering tailored investment solutions.
The position will also oversee the growth and development of branches in the region as well as PAN India .positioning the candidate as a key second-in-command within the organization
Job Description
- Manage and deepen relationships with existing HNI clients by offering comprehensive financial solutions.
- Identify client needs and provide customized advice on mutual fund products, equity markets, and debt instruments.
- Act as a trusted advisor, ensuring a high level of client satisfaction and retention.
- Prospect and onboard new HNI clients through lead generation, networking, and referrals.
- Develop and implement strategies to grow the client base in South Mumbai.
- Drive sales of mutual fund products by effectively communicating their benefits and aligning them with client goals.
- Manage sales and operations for the Mumbai region, ensuring alignment with organisational objectives.
- Stay updated on the latest mutual fund products, equity, and debt market trends.
- Educate clients on market opportunities and assist them in making informed investment decisions.
- Serve as a second-in-command, supporting decision-making and contributing to organizational growth initiatives.
Qualification & Experience
Minimum of 10 years in the financial services industry, with a strong focus on direct sales, mutual funds, and relationship management.
It’s a Team Managerial role at least 2 years of managing a small team will ideal
Graduate/ MBA & should be NISM Certified.
In-depth knowledge of mutual fund products, equity markets, and debt instruments.
Strong client acquisition and relationship management capabilities.
Exceptional communication, negotiation, and leadership skills.
Local Language Kannada & Hindi is must
Job Location Bengaluru
CTC Bracket As per marketstandards
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