Lata Enterprises

Key Responsibilities: * Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. * Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency. * Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. * Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM). Desired Profile: * Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of ₹20 crores+. * Product Knowledge: Expertise in PMS and key investment products. * Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients. Qualifications: * Relevant degree in Finance or a related field Job Types: Full-time, Permanent Pay: ₹1,800,000.00 - ₹2,500,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Work Location: In person