Job Type : Permanent
Number Of Applications : 9
Job Posted On : 09/03/2023
Job Posted On : 09/03/2023
Designation - Business Development Manager
Location- Pune Maharashtra
Office Location- Senapati Bapat Road classic house 3 floor above ICICI bank
JOB DESCRIPTION :
Key Responsibilities:
1. To develop and manage relationships with High net worth clients in order to provide
them with investment products and services in line with their risk profile
*Need to open Demat account .
2. To meet the product targets.
3. Recommendation of products as per client requirement.
5. Manage 40 to 50 clients
6. Should generate leads and cover 3x times of cost.
7. Responsible for initial acquisition of clients & then taking business forward with
coordination of HOD.
8. Should maintain & continuously develop a high end client base.
9. To have specialized knowledge on the Private Client Product Suite, Indian Stock
Market.
*Need to acquire HNI clients*
10. To continuously track market trends and customer requirements and help the product
team in designing new products based on the feedback received.
If Interested, Kindly revert with your updated CV.
ATS wealth Manager is a private equity boutique based out of Bengaluru. ATS was incorporated in 2003 with its objective to help our clients on money matters. ATS is brokerage firm providing online trading, investments and risk management solutions.
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