Sales Marketing Executive

Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High-net-worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. Will be responsible for primarily selling Equity based investment products. Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.