Job Description Job Description
n · Acquiring New Clients
n · Managing portfolios of the existing High Net worth clients and enhancing their overall relationship.
n · Single point contact and personalized service to ensure timely and accurate execution.
n · Achieve Acquisition & Revenue Targets
n Desired Candidate Profile
n · Prior experience working in the Bangalore market is mandatory.
n · Should have an existing network and client base, preferably comprising HNI/UHNI clients.
n · Must have experience with a Wealth Management firm, Private Bank, or Mutual Fund Distributor.
n · Solid sales acumen with a sound understanding of financial products and investment solutions.
n · Excellent communication, interpersonal, relationship management, and sales skills.
n · Strong networking and business development capabilities.