01Overview
Source recent 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.
Robust exposure to HNI acquisition and distribution of equity, mutual funds, PMS, AIF, bonds, and insurance, etc.
Perks and advantages
Attractive Incentives. .
