- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire recent clients for mutual fund, AIF, PMS, MF, SIP, DMAT, and third-party investment products.
- Cross-sell existing product offerings to existing clients to increase revenue growth.
- Identify opportunities for upselling and cross-selling through field sales activities.
- Develop strong relationships with clients to retain their business and generate referrals.
Job Requirements :
- 1-10 years of experience in financial services industry with a focus on client acquisition and relationship management.
- Strong understanding of mutual funds, AIFs, PMS, MFs, SIPs, DMATs, and other investment products.
- Proven track record of successful client acquisition and retention in the HNI segment.