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