Tradebulls - Wealth Manager - HNI Client Acquisition

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI.

- Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and Managing portfolios of existing and inactive clients.

- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance & PMS.

- Candidate should have experience of managing/acquiring wealth & HNI Customers

- Increase AUM, Net Sales, and Market Share to generate revenue along with offering customized portfolio of investment products aligned to customer needs.

- Achieve targets as assigned by the organization on a monthly basis