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High Net Worth Client Acquisition Specialist
2 weeks ago
We are seeking an accomplished Business Development Manager to spearhead our client acquisition and relationship management efforts.
About the Role:As the ultimate face of our organization, you will serve as the final point of contact with clients. Your primary responsibility will be to establish strong ties with clients through designing and implementing their financial plans.
Key Responsibilities:- Develop and execute strategies to acquire high net worth relationships
- Ensure clients receive and execute on the right advice
- Manage and retain existing relationships while generating new business opportunities
- Stay up-to-date on available investment opportunities and financial market trends
- Experience working in a Private Bank/Wealth Management setup
- Selling of products: Mutual Funds, PMS, Structured Products
- Handle and manage clients with a minimum investment amount of Rs 1 Cr and above
- Experience advising clients across asset classes
- Strong analytical skills and ability to work in teams
- Candidates having good vintage in their present and previous companies (At least minimum tenure of 3-4 yrs. of stability)
