Business Development and Relationship Management in Wealth Management.

Actively pursue business development opportunities and strive to achieve and surpass business development targets set by management.

Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.

Would have to contribute to the existing AUM by acquiring current HNI, Ultra HNI and Corporate Clients.

Be active in developing current business for Wealth Management Team.

Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.

Maintaining a good rapport with current clients so as to get positive business and more referrals from them.

Giving solutions to clients for any financial need with regards to wealth management.

Reaching out to prospective clients using web based search and self sourcing.

Desired Qualifications: MBA (Finance/Marketing)/ CFP.

Work Experience: 2.5 to 4 years.

📌 Wealth Management Advisor Ahmedabad
🏢 VIVRO Financial Services
📍 Ahmedabad