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The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC
Key Deliverables
Role Requirements
Responsible for acquiring NTF (new to the firm) clients revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Experience: 5 Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
Full Time