- Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
- Ability to work in tandem with our channel partner and generate leads & business.
- Must have positive communication and presentation skills
- English is mandatory and command on local language would be beneficial.
Qualification: Graduate & above.
Experience: 5+ years of experience in Wealth Management.
Duties:
Roles & Responsibilities:
- Handling and managing HNI clients.
- Achieving annual revenue, AUM & Strategic product targets in the respective geography.
- Servicing existing clients with the support of client servicing team.
- Adhering to all regulatory, statutory, and corporate compliance standards.
- Effectively networking across markets and generating potential business leads.