Job Description
• 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 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