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