AddressWealth Manager
Acquisition of Wealth Clients:
- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management .
- Minimum Entry level Portfolio amount would be Rs 1 crore and above.
