Job Description
Acquiring Recent 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.
Solid networking and business development capabilities.