- Manage a team of sales professionals to achieve revenue targets through effective relationship management with high net worth individuals (HNIs) and corporate clients.
- Develop and implement strategies for HNI acquisition, retention, and cross-selling across various product lines such as private banking, priority banking, premier banking, personal banking, retail banking, mutual funds, open market instruments etc.
- Identify recent business opportunities by building relationships with key decision-makers in the industry and leveraging existing networks to drive growth.
- Analyze market trends and competitor activity to stay ahead in the competitive landscape.
Job Requirements :
- 1-10 years of experience in sales or relationship management within investment banking/venture capital/private equity firm or similar industries.
- Proven track record of success in acquiring new clients from open markets or other sources.
- Strong understanding of financial products including mutual funds, private banking services like priority/preferred banking programs etc.