Senior Manager/Manager - Sales & Marketing
Responsibilities:
- Connect with High Net-worth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products across MF / PMS / AIF.
- Introduce MF / PMS / AIF solutions from product basket to clients to build and strengthen an effective portfolio as required by the client and periodically review the same.
- New client acquisition through referrals from existing clients
- Network with clients to identify avenues for new business opportunities.
- Maintain the highest level of service and delivery to all clients.
- Maximize client experience by proactively sharing market updates, trends, and other information.
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