Sales

Client Acquisition & Portfolio Management:

• Acquire new HNI clients through personal network, referrals, and business development initiatives.
• Leverage existing relationships to bring in a strong client base.
• Understand client risk appetite and investment objectives to offer suitable financial products.
• Manage and review client portfolios periodically to align with changing financial goals.

Investment Product Sales:

• Specialize in selling investment products such as:
  • Portfolio Management Services (PMS)
  • Investment Advisory (IA)
  • Alternative Investment Funds (AIF)
  • Mutual Funds, Structured Products, Bonds, and other financial instruments
• Identify cross-selling opportunities to deepen client relationships and enhance wallet share.

Business Development & Revenue Generation:

• Develop and execute strategies to tap into the HNI/Ultra HNI segment.
• Achieve defined sales targets and contribute to the firm’s overall revenue growth.