Role Purpose Manage and grow relationships with affluent and wealth clients by offering investment solutions, increasing assets under management (AUM), and achieving business targets.
Key Responsibilities
- Sell equity-based investment products to wealth clients.
- Build and maintain relationships with High Net Worth Individuals (HNIs) and affluent customers.
- Generate current business and maximize revenue through client acquisition and cross-selling.
- Work closely with the Wealth team to ensure clients actively trade and invest.
- Service existing clients and generate referrals from the current customer base.
- Understand clients' financial goals and recommend suitable investment solutions.
- Achieve monthly and quarterly sales and revenue targets.
- Ensure compliance with regulatory and company policies while handling client portfolios.
Preferred Candidate Profile
- Graduate (MBA/PGDM preferred).
Strong knowledge of:
- Equity Markets
- Mutual Funds
- PMS/AIF
- Insurance and other wealth products
- Excellent communication, presentation, and relationship management skills.
- Self-driven, target-oriented, and proactive.
- Strong networking and client acquisition abilities.
Key Performance Indicators (KPIs)
- New client acquisition
- Assets Under Management (AUM) growth
- Revenue generation
- Cross-selling of investment products
- Client retention and satisfaction
- Achievement of sales targets