Focus HNI Acquisition Portfolio Management Direct Selling Role Overview We are looking for a highenergy Premium Acquisition Manager to drive our growth in the HighNetWorth Individual HNI segment You will focus on direct selling networking and coldtowarm conversions to acquire affluent clients and onboard their investment portfolios Key Responsibilities CASA Accounts and NRI Accounts HNI Acquisition Drive new client acquisition through direct selling cold outreach and reference networks Portfolio Evaluation Analyze prospective clients current assets and pitch tailored investment solutions CASA Accounts EndtoEnd Onboarding Own the entire sales lifecycle from the initial pitch to seamless account opening and asset allocation Relationship Building Deliver a premium onboarding experience building immediate trust and positioning yourself as a credible financial advisor Requirements Experience 12 yrs in HNI sales direct selling CASA or wealth portfolio management Product Knowledge Solid understanding of financial markets asset classes and investment strategies Skills Excellent communication negotiation and the polish required to pitch comfortably to Csuite executives and business owners Drive Targetoriented mindset with a proven track record of closing highticket deals Advantages Competitive base salary uncapped performance incentives Fasttrack career growth into Senior Wealth Management