Wealth Manager - BFSI

Wealth 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.