Job Responsibilities
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 recent 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.