Ambit - Acquisition Manager - Family Office
1 month ago
Acquisition Manager - Family Office
The primary responsibility of the Acquisition Manager role is to identify opportunities and develop relationships with Ultra HNI & Family Office.
- To acquire new Clients in the ultra-high net worth segment and reference generation from the specified catchment
- Should be adhering to all regulatory and compliance requirements
- To achieve monthly new and existing customer meeting targets
- No revenue target
- Should possess good communication skills, pleasant personality and high initiative
- Develops and maintains relationships with the new as well as existing clients
- Works closely with Appleton team members to further develop sales opportunities
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Head family office
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Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeWe are looking for Head – Family Office/Corporate Broking ( Leadership role).This desk is part of Institutional EquitiesCurrently, there are 8 advisors/dealers on this desk.Looking for candidates having relationships with family office clientele who can help generate broking revenues from these clients. Segment/Clients that he/she will cater to :This...
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Head family office
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Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeWe are looking for Head – Family Office/Corporate Broking ( Leadership role).This desk is part of Institutional EquitiesCurrently, there are 8 advisors/dealers on this desk.Looking for candidates having relationships with family office clientele who can help generate broking revenues from these clients. Segment/Clients that he/she will cater to :This...
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