Role & Responsibilities - She/he will be responsible for the acquisition of Referral Partners and setting up/managing the processes for driving and continuously improving the HNI sales.
- Converting leads into opportunities, i.e., key focus on business closures with the customers.
- Ensuring continuous improvements in business ratios.
- Onboarding Recent customers.
- Address all the queries of customers and be able to create trust and credibility with the customer.
- Encouraging and implementing innovative ideas.
- Close coordination with other business functions.
Preferred Candidate Profile
- Strong hold on Wealth Management Products.
- High degree of process understanding and experience of implementing relevant tools.
- Deep customer focus with business acquisition skills.
- Demonstrable abilities in innovation implementation.