Remuneration - Fixed + Variable, including an incentive bonus based on performance. Role & responsibilities 1. Client Account Acquisition Identify and acquire potential HNI/UHNI Accounts, including independent professionals etc. Identify prospects through referrals and hunting new leads, conduct preliminary meetings, and organise detailed meetings, involving the Wealth Management & Investment Advisory team. Ensure a smooth and seamless Client Account onboarding process and compliance requirements for the newly acquired Account. 2. Client Servicing & Relationship Management Nurture a strong Client-Business relation through; professional service experience, long-term trust, continued engagement with a client always first approach. Undertake regular Client meetings, for portfolio performance review and fresh addition to AUM, seeking opportunities for new business leads and client referrals. 3. Revenue & Performance Tracking The accounts that you Service, and the AUM under these Account are part of your business developed. We motivate entrepreneurial approach, and define month-on-month performance review and new business strategy as an integral part of your responsibility. Maintain up-to-date records of client accounts, KYC and other compliance documents, and utilise other in-house professional services towards organic & inorganic business growth. Co-ordinate between Clients & Accounts/Back-office team in solely your responsibility to ensure seamless transactions/payments and pleasant service experience for your client. Preferred candidate profile 1. Education Qualification: Graduate/post-Graduate in Finance, Commerce, or Business. NISM Certification in any stream would add to your credentials, candidates without such certifications would be supported for achieving one. 2. Professional Experience: Experience in direct marketing (Mutual fund / PMS), Wealth Mgmt. firms, and/or Financial service business in the capacity of Sales / Relationship Management / Business Development. Fresh post-graduates with strong conviction for this role, and a sound qualification are welcome. Required Skills : Excellent communication and interpersonal skills Sound understanding of Finance / Investment / Wealth Management business Self-motivated, goal-oriented, and entrepreneurial mindset Proficiency in using mutual fund transaction platforms and/or CRMs
Key roles & responsibilities : 1. Client Account Acquisition Identify and acquire potential HNI/UHNI Accounts, including independent professionals, White coloured professionals, New-generation Entrepreneurs, etc. Identify prospects through referrals and hunting new leads, conduct preliminary meetings, and organise detailed meetings, involving Wealth Management & Investment Advisory team. Ensure smooth and seamless Client Account onboarding process and compliance requirement for the newly acquired Account. 2. Client Servicing & Relationship Management Nurture a strong Client-Business relation through; professional service experience, long-term trust, continued engagement with a client always first approach. Maintain an up-to-date Client Portfolio, review portfolio performance on a regular basis and take in-house assistance from Wealth Management & Investment Advisory team. Undertake regular Client meetings, for portfolio performance review and fresh addition to AUM, seeking opportunities for new business leads and client referrals. 3. Revenue & Performance Tracking The accounts that you Service, and the AUM under these Account are part of your business developed. We motivate entrepreneurial approach, and define month-on-month performance review and new business strategy as an integral part of your responsibility. Maintain up-to-date records of client accounts, KYC and other compliance documents, and utilise other in-house professional services towards organic & inorganic business growth. Co-ordinate between Clients & Accounts/Back-office team in solely your responsibility to ensure seamless transactions/payments and pleasant service experience for your client. Eligibility criteria : 1. Education Qualification: Graduate/post-Graduate in Finance, Commerce, or Business. NISM Certification in any stream would add to your credentials, candidates without such certifications would have to obtain the mandatory certifications within two months of joining. 2. Professional Experience: 15 years of experience in direct marketing (Mutual fund / PMS), Wealth Mgmt. firms, and/or Financial service business in the capacity of Sales / Relationship Management / Business Development. Fresh post-graduates with strong conviction for this role, and a sound qualification as welcome. Required skills : Excellent communication and interpersonal skills Sound understanding of Finance / Investment / Wealth Management business Self-motivated, goal-oriented, and entrepreneurial mindset Proficiency in using mutual fund transaction platforms and/or CRMs