- Acquire affluent/HNI clients through open market and references.
- Build and manage client relationships to drive AUM growth.
- Cross-sell investment products including Mutual Funds, SIPs, Demat, PMS, and Insurance.
- Provide investment solutions based on client financial goals.
- Generate new business and maintain long-term client relationships.
Eligibility
- Graduate (MBA preferred).
- Experience in Wealth Management, Banking, Broking, or Financial Services.
- Candidates with CASA sales experience and investment product exposure may also apply.