01Overview
Website: www.kmcsolutions.co.in
Key Responsibilities
Establish, onboard, and expand open-market client networks and referral partnerships.
Acquire High-Net-Worth and affluent investors while ensuring consistent AUM inflows.
Assume ownership of monthly and quarterly performance targets and deliver sustainable growth.
Collaborate closely with advisory, product, and marketing teams to close high-value transactions.
Monitor partner productivity and implement strategies to enhance conversion ratios.
Ensure all sourcing activities comply with regulatory and internal quality standards.
Provide clients with strategic investment guidance, portfolio management support, and risk-profiling analysis to support effective wealth creation.
Key Performance Indicators (KPIs)
AUM growth and net inflows
Client acquisition and retention rate
Conversion ratio from leads to investments
Revenue generated per quarter
Compliance adherence and quality score
Looking for Experience in Banking, Financial Services, Wealth Management, Mutual Funds, Capital Markets or HNI Client Acquisition preferred.
Compensation: 50,000.00 - 90,000.00 per month
Benefits:
Flexible schedule
Work Location: Remote .
