4 – 10 years relevant work experience in a Wealth management/Private Banking platform.
responsible for acquiring High Net Worth Individuals (HNIs), managing their portfolios, and growing their wealth.
Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
Responsible for achieving targets as assigned by the organization on a monthly basis.
Provide regular updates to the immediate superior as and when required
Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.