About the Job
Key Responsibilities:1. Client Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios.
2. B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue.
3. Business Growth: Achieve acquisition targets and contribute to the overall business development strategy.
4. Cross-Selling: Promote a comprehensive suite of products, including mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans.
5. Market Research: Perform data mining, lead generation, and profiling to identify potential opportunities.
6. Relationship Management: Build and nurture long-term professional relationships with clients and partners.
7. Sales Promotions: Plan and execute acquisition campaigns and promotional activities.
8. MIS & Reporting: Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.
9. Compliance: Ensure adherence to regulatory norms, company policies, and industry standards.
Number of Openings
10 openingsSkills
MS-Office
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