- Establish, onboard, and expand open-market client networks and referral partnerships.
- Acquire High-Net-Worth and affluent investors while ensuring consistent AUM inflows.
- Assume ownership of monthly and quarterly performance targets and deliver sustainable growth.
- Collaborate closely with advisory, product, and marketing teams to close high-value transactions.
- Monitor partner productivity and implement strategies to enhance conversion ratios.
- Ensure all sourcing activities comply with regulatory and internal quality standards.
- Provide clients with strategic investment guidance, portfolio management support, and risk-profiling analysis to support effective wealth creation.
Key Performance Indicators (KPIs)
- AUM growth and net inflows
- Client acquisition and retention rate
- Conversion ratio from leads to investments
- Revenue generated per quarter
- Compliance adherence and quality score
Looking for Experience in Banking, Financial Services, Wealth Management, Mutual Funds, Capital Markets or HNI Client Acquisition preferred.