- Responsible for direct sales and acquisition of quality HNI clients through personal networking, references, existing databases, and market intelligence.
- Leverage a robust personal client network and local market knowledge to generate new business opportunities.
- Build and maintain long-term relationships with HNI clients and grow their investment portfolios.
- Promote and drive sales of the Focus Product of the Month.
- Acquire HNI clients and cross-sell various investment products, including Equity, Mutual Funds, Insurance, PMS, and Structured Products.
- Manage and grow clients' AUM across Equity and other investment products.
- Identify potential business opportunities through market intelligence, networking, and competitor analysis.
Preferred candidate profile :
- 2-6 years of client relationship experience.
- Go get the Approach
- Customer Relationship
- Customer Satisfaction