FundsIndia
Website:
fundsindia.com
Job details:
Key Responsibilities
Acquire new HNI/UHNI clients through various channels.
Build and grow the client book and AUM on a consistent basis.
Generate business through:
Client referrals
Professional networking
Personal and professional contacts
Previous client relationships/base
Market references and open-market acquisition
Understand clients' financial goals, investment requirements and risk profiles.
Develop long-term relationships with HNI/UHNI clients and increase wallet share.
Regularly follow up with prospects and convert them into clients.
Achieve monthly and annual acquisition, revenue and AUM targets.
Maintain strong client relationships and ensure a high level of service.
Click on Apply to know more.
