Drive AUM growth, cross-sell, and revenue generation through existing and recent client relationships.
Acquire new clients through referrals, networking, and targeted outreach.
Achieve defined business and productivity targets.
Stay updated on market trends, product developments, and investment
opportunities.
Participate in investor awareness sessions, client events, and market
discussions.
Understand client goals, risk appetite, and financial needs to recommend
Preferred candidate profile 3 years of experience in wealth management / financial services / banking
Proven experience in managing HNI / affluent client portfolios
Solid understanding of investment products and financial markets
Demonstrated track record of achieving sales and revenue targets
Excellent communication and interpersonal skills
Strong relationship-building and client servicing orientation
High level of ownership, initiative, and result orientation
Analytical mindset with ability to understand client financial needs
Self-driven and capable of working in a target-driven setting