Responsible for direct sales and acquisition of quality HNI clients through personal networking, references, existing databases, and market intelligence.
Leverage a solid personal client network and local market knowledge to generate current 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.
Behavioral Skills:
Go get the Approach
Customer Relationship
Customer Satisfaction