Sunkersett Investment Intermediaries LLP

Mumbai – 24/01/2024

 

Job Title

Senior RM

Company Profile

Sunkersett Investment Intermediaries LLP is based in Fort, Mumbai, we are Mutual Fund Distributors and assist clients to invest across Asset Classes.

The firm is about Sixteen plus years old and mainly has HNI clients. We offer investment products like Mutual Fund, PMS, Bonds etc.

It is a Partnership founded and led by Mr. Amar Sunkersett (Ex HSBC AVP in Equity Research – heading the Consumer Goods and Retail Sector).

Mr.Parag Mahajan who is also partner in the firm , has 20 years of experience in the financial industry, with a background that includes notable asset management companies such as Reliance, JP Morgan, Edelweiss, and Invesco.

We manage Rs.660 Cr (AUM) across 1000 Clients.

Job Description:

  • Acquiring New Clients
  • Managing portfolios of the existing High Net worth clients and enhancing their overall relationship.
  • Single point contact and personalized service to ensure timely and accurate execution.
  • Achieve Acquisition & Revenue Targets.
  •  

Preferred Qualifications

  • Has to be from existing wealth counter
  • Ideal profile – Excellent salesperson with good knowledge of finance
  • Excellent Communication, Interpersonal & Selling skills
  • Good networking skills
  • Should have worked in the industry
  • Extremely smart, presentable and confident enough to handle HNI Clients
  • CFP preferred

Desired Candidate Profile

  • Has to be from existing wealth counter
  • Ideal profile – Excellent salesperson with good knowledge of finance
  • Excellent Communication, Interpersonal & Selling skills
  • Good networking skills
  • Should have worked in the industry
  • Extremely smart, presentable and confident enough to handle HNI Clients
  • CFP preferred
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