Job Description
Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
Acquiring & Servicing of HNI and Ultra HNI clients
Accountable for developing and implementing an integrated marketing plan
Responsible for primarily selling Equity based investment products, primarily Portfolio Management Services.
Knowledge of Capital Markets - Good CRM and Marketing Skills, Should have dealt with HNIs
Candidates with experience of equity advisory, equity sales, wealth management / mutual fund sales will be preferred
Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
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