- Acquire and manage HNI/UHNI client relationships.
- Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
- Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
- Drive Demat account acquisition and ensure seamless account opening for current clients.
- Understand clients' financial goals and recommend suitable investment strategies.
- Achieve monthly AUM, revenue, and client acquisition targets.
what we are looking for:
- Experience in wealth management, private banking, or financial avisory.
- Local candidates of delhi-ncr
- Existing Retails, HNI & UHNI client base. strong knowledge of wealth products.
- Proven track records in client acquisition & relationship management.
- Compensation: Salary hike as per current CTC & Market standard