- Manage relationships with High Net Worth Individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Develop and execute strategies for acquiring new HNI clients through direct channel sales, third-party sales, and referrals.
- Collaborate with internal teams to ensure seamless delivery of wealth management services, including portfolio management, demat accounts, MF/AIF investments, PMS/Wealth Management Solutions.
- Monitor client performance and provide regular updates on market trends to maintain solid relationships.
Job Requirements :
- 1-7 years of experience in HNI sales or private banking/wealth management.
- Strong understanding of various investment products such as mutual funds sales (MFS), AIFs, demat accounts etc. .
- Excellent relationship management skills with ability to build trust with high net worth individuals.
📌 Acquisition Manager (Kolkata)
🏢 Credicus Business Services
📍 Kolkata
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