Build and generate new business across a large set of client base in UHNI segment.
Advise clients on building portfolios based on various products and solutions across asset classes and products approve by Team.
- Largest investment adviser in Fund
- Two decades of experience in the market
Build and generate new business across a large set of client base in UHNI segment.
Advise clients on building portfolios based on various products and solutions across asset classes and products approve by Team.
- Largest investment adviser in Fund
- Two decades of experience in the market
- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments
- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Be an integral member of our advisory team, providing financial planning
- Provide financial planning and investment advisory services
Acquire and manage the wealth of UHNI/HNI individuals, offering customized solutions on a new age wealth platform, with a potential to lead a team of private bankers/wealth managers/investment advisors.
- Work with a boutique wealth management setup
- Part of the early stage growth story
Developing and implementing successful business plans for high impact product offerings with exceptional selling approach.
Leading Entire Sales Team for rapid delivery of high growth revenue results.
- Leadership role
- Wealth Creation Opportunity
- Client Management/B2B Sales
- Identifying the right talent (both sales & non sales) for wealth management industry in India
- Potential to make uncapped variable pay
- Fast track performance based promotion
- Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
- Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation
- Our Client is the most trusted Global Indian Financial Services brand in India
- Be an integral member of our advisory team. Drive Product sales Like MF, PMS etc
- Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
- Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation
- Our Client is the most trusted Global Indian Financial Services brand in India
- Be an integral member of our advisory team. Drive Product sales Like MF, PMS etc
