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Posted:2 months ago| Platform: 
Work from Office
Full Time
Client Acquisition and Relationship Management : Identify and onboard high-net-worth individuals (HNWIs) and affluent clients through personal networks, referrals, and partnerships. Provide comprehensive financial planning and investment advisory services to meet client needs. Ensure exceptional client servicing, thereby maintaining long-term relationships and client satisfaction. Channel Partner Development : Identify and acquire channel partners, including financial intermediaries, advisors, and other strategic alliances. Maintain strong relationships with channel partners to ensure consistent client referrals and business growth. Work Experience Required : - Minimum of 3-5 years of relevant work experience in wealth management, financial advisory, or a similar role. Qualification : - MBA (Finance/related field), CFA, or CA certification. NISM Certifications (Investment advisor Level I & II), Series VII, CFP, CWM, FRM,CIMA preferred.
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