- Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references.
- Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients.
- Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate.
- Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio.
- Collaborating with product and research teams to make investment decisions for clients.
- Achieving budgeted targets in terms of client acquisition, business volume, and assets.
- Sharing regular communications with clients regarding information, research, and organizational materials.
Candidate Qualifications:
The ideal candidate for this role should possess the following qualifications:
- Detailed product knowledge of key investment products, including mutual funds, bonds, alternative investment funds, insurance, and real estate.
- Experience in handling an Asset Under Management (AUM) of 20 crores and above.
- Excellent social and interpersonal skills.
- Comfortable with client acquisition in a Business-to-Consumer (B2C) setting.
- Expertise in equity, mutual fund, and real estate advisory, as well as the capital market.
- Preferably experience in acquisition of High Net Worth Individuals (HNIs) and Ultra HNIs.
Required Skills:
- Networking and relationship-building
- Knowledge of investment products
- Client acquisition
