- Acquire New to Firm HNI / UHNI and corporate clients while driving business growth and revenue
- Develop and nurture long term relationships with HNI / UHNI clients by understanding their financial needs and delivering tailored wealth management solutions
- Analyse client financial profiles and objectives to recommend appropriate investment and wealth management strategies
- Responsible for achieving targets through client acquisition, AUM growth and revenue generation across investment and wealth management products
- Identify recent business opportunities and strengthen the client base through relationship management and networking
Preferred candidate profile
- Graduation / Post Graduation in any discipline / MBA in Marketing
- Sound knowledge of investment products and financial markets
- Price experience in managing HNI/UHIN clients
- Excellent communication, interpersonal and relationship management skills
Perks and benefits You can earn commission based on performance