01Overview
Job Description:
Key Responsibilities
Identify, prospect, and onboard corporate and institutional clients for private wealth and investment solutions.
Build and maintain strong relationships with CXOs, finance heads, HR leaders, and business owners.
Drive lead generation through corporate partnerships, channel networks, and referral programs.
Understand client financial needs and collaborate with internal wealth specialists to deliver customized product offerings.
Achieve monthly and quarterly sales targets across investment and wealth products.
Track market trends, competitor offerings, and client insights for strategic planning. .
