- 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
Desired Candidate Profile
- Prior experience working in the Bangalore market is mandatory.
- Should have an existing network and client base, preferably comprising HNI/UHNI clients.
- Must have experience with a Wealth Management firm, Private Bank, or Mutual Fund Distributor.
- Solid sales acumen with a sound understanding of financial products and investment solutions.
- Excellent communication, interpersonal, relationship management, and sales skills.
- Strong networking and business development capabilities.