Posted:22 hours ago|
Platform:
On-site
Full Time
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:
Work Location: In person
Lata Enterprises
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