Essential for handling the high-net-worth Wealth manager sale clientele expected in this position. Candidate should be perfre from Motilal Oswal Private Wealth, Kotak Wealth Management and expected to grow AUM and meet their targets .
managing and expanding a substantial client portfolio, with Assets Under Management (AUM)ranging from 20 Crore to 80 Crore. This role offers an exceptional opportunity to provide be spoke financial solutions to high-net-worth individuals
• • 7–10 years of marketing experience, preferably with exposure to Insurance and BFSI sector; proven success in Tier 2 & Tier 3 city marketing is essential. • Experience with automated campaigns, ATL & BTL , and AI-led outreach.