Job Description

Key Responsibilities:

Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.
Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.
Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).

Desired Profile:

Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of ?20 crores+.
Product Knowledge: Expertise in PMS and key investment products.
Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients.

Qualifications:

Relevant degree in Finance or a related field
Job Types: Full-time, Permanent

Pay: ₹1,800,000.00 - ₹2,500,000.00 per year

Benefits:

Flexible schedule Health insurance Provident Fund
Work Location: In person