Elite Client Acquisitions Specialist
7 days ago
The Elite Client Acquisitions Specialist is the ultimate face of our business as (s)he is going to be the final point of contact with the client. (S)He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Key Responsibilities:
- Maintain a high level of understanding of the financial markets and economy to make informed investment decisions for clients.
- Develop and implement comprehensive financial plans to meet the unique needs and goals of each client.
- Build and maintain strong relationships with existing clients through regular communication, updates, and personalized service.
- Identify new business opportunities and grow our client base through networking, referrals, and targeted marketing efforts.
Requirements:
- A minimum of 3-4 years of experience in wealth management or private banking, preferably with a reputable financial institution.
- Strong analytical and problem-solving skills, with the ability to think critically and outside the box.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
- A deep understanding of financial products and services, including mutual funds, PMS, and structured products.
We offer a highly competitive salary package, ranging from ₹15 lakhs to ₹25 lakhs per annum, depending on experience and performance. In addition to a generous compensation package, we also offer a range of benefits, including medical insurance, retirement planning, and professional development opportunities.
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