Products: Mutual Funds, SIPs, Demat, PMS, Insurance & CASA
Working Hours: 9:00 AM – 6:00 PM
Location: Bengaluru
Key Responsibilities:
- Acquire and manage Affluent & HNI clients
- Generate business through open-market acquisition and networking
- Grow AUM through investment solutions and cross-selling
- Build long-term client relationships and increase wallet share
- Coordinate with internal research and CFP teams for suitable investment solutions
Candidates with robust client acquisition, relationship management, and financial product knowledge are encouraged to apply. Interested candidates can DM me or share their CV.