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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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Desired Candidate Profile
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- Prior experience working in the Bangalore market is mandatory.
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- Should have an existing network 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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- Strong 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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- Strong networking and business development capabilities.
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