HNI Acquisition Manager

2 weeks ago


sany, India RipplesIndia Group Full time
Role Summary: Sourcing of HNI clients forInvestment Products like Portfolio Management Services (PMS) AIFsMutual Funds Fixed Income Insurance and Broking A/Cs. Achieving theBusiness targets assigned for AUM and Revenue by upscaling anddeepening the High Net Worth relationships.
Key Deliverables 1. Client sourcing for Investment Products PMS/AIF/MFsInsurance and Broking Accounts.
2. Achieving the AUMInsurance and revenue targets on monthly and quarterlybasis.
3. 2 New to Firm relationships to be sourced onmonthly basiswith min tick size of 25 lacs
4. Dailymeetings to be done with existing clients and new prospects forbusiness. Role Requirements 1 Graduate with good undwrstanding of Equity/CapitalMarket and Investment Products. 2 Soundknowledge of Needs of HNI Clients 3 Goodinterpersonal and communication skills with an ability to sellright product to right person. 4 3 Years inEquity / MF / PMS / Broking

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