- Manage relationships with High Net Worth Individuals (HNIs) to generate revenue through cross-selling of financial products such as Equity, Debt, MF, PMS & AIF.
- Identify current business opportunities by networking within the community and leveraging existing contacts.
- Develop a deep understanding of clients' needs and preferences to provide tailored solutions.
- Meet or exceed monthly targets for sales performance.
- Field Sales, no leads will be provided