01Overview
Source new HNI clients through referrals and networking; manage relationships; conduct portfolio reviews; and drive AUM growth and revenue generation. Offering investment & wealth solutions across equity, mutual funds, PMS, AIF, bonds, and insurance.
Required Candidate profile
4+ years of experience in HNI Sales with a bank, broking, or financial services firm. Strong exposure to HNI acquisition and distribution of equity, mutual funds, PMS, AIF, bonds, and insurance, etc.
Perks and benefits
Attractive Incentives.
