Karvy is a premier integrated financial services group ranked amongst the top-5 in the country across all the business segments that it has presence in. The Group services over 70 million individual investors in various capacities, and provides investor services to 600 of the best companies of Corporate India. Karvy covers the entire spectrum of financial services, such as stock broking, registry services, depository services, distribution (of financial products including mutual funds, bonds and fixed deposits), commodities broking, currency broking, personal finance advisory services, merchant banking & corporate finance, wealth management, NBFC, insurance repository, equity placement, and IPOs among others. Karvy has forayed into non-financial businesses such as data management, Big data analytics and Market research. The Group is professionally managed with combined staff strength of nearly 18,000 employees across the length and breadth of the country and ranks among the best in technology, operations and research.
Purpose of role
The role would demand sales of Equity and TPP products to HNI customers, with a minimum ticket size of 5-10L
The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships.
Acquire new clients for Demat & Trading accounts through networking, data base and references.
He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a suitable competitive Edge with End to end customer relationship management.
Meet Non-Trading Customers and activate them.
Selling of TPP mandatory.
Track the UHNI/HNI segment in the market for new client acquisition and deepening existing relationships
To coordinate with product and research team for taking investment decision to the clients.
To conduct and assist in organizing seminars, workshops and other business development activities
KARVY, is a premier integrated financial services provider, and ranked among the top five in... the country in all its business segments, services over 16 million individual investors in various capacities, and provides investor services to over 300 corporates, comprising the who is who of Corporate India. KARVY covers the entire spectrum of financial services such as Stock broking, Depository Participants, Distribution of financial products - mutual funds, bonds, fixed deposit, equities, Insurance Broking, Commodities Broking, Personal Finance Advisory Services, Merchant Banking & Corporate Finance, placement of equity, IPOs, among others. Karvy has a professional management team and ranks among the best in technology, operations and research of various industrial segments.| Read full description