Role:

Please note this is a purely acquisition side role, acquiring new clients for the org

• Define and identify segment customers and strategies towards acquisition of new clients
• Establish a pathway for sales growth via client meetings or virtual presentations.

• Be updated with the market trends. Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition or ticket MF Sales with exposure to HNI client management.
• Fostering client relationships and increasing assets under management from potential clients.
• Meeting monthly, quarterly and yearly target

Requirements •

Graduate + MBAs from premier institutes

• Minimum 2 -5 years into PCG / HNI Broking

• Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.

• Should be aggressive, result-oriented & self-motivated professional

• Should have experience of handling HNI Client Acquisitions and Relationship Management & service.

• Ability to engage clients in meaningful conversations about their finance.

• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile.

• Strong interpersonal skills with an ability to generate trust and confidence in clients.

• Over the years, candidate should be self-driven and aspire to move up the ladder, with the growing organization in building up and leading own teams independently