Posted by
Posted in
Sales & Marketing
Job Code
1716892

Job Description:
- Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions
- Lead, mentor and support the team to achieve revenue targets
- Act as a key point of contact for key clients, ensuring exceptional service delivery
- Drive product penetration and cross-sell opportunities within the existing and new client base
- Ensure compliance with all regulatory and internal policies while handling client portfolios
- Work closely with product, research, and operations teams to deliver holistic wealth solutions
- Track and analyze portfolio performance and report key metrics regularly
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Posted by
Posted in
Sales & Marketing
Job Code
1716892