Acquisition Manager - Wealth

Responsibilities:

1. To acquire new Clients in the ultra-high net worth segment and reference generation from the specified catchment

2. Should be adhering to all regulatory and compliance requirements

3. To achieve monthly new and existing customer meeting targets

4. No revenue target

5. Should possess good communication skills, pleasant personality and high initiative

6. Develops and maintains relationships with the new as well as existing clients

7. Works closely with Appleton team members to further develop sales opportunities

8. Should have significant knowledge in multi asset class portfolios

9. Should have primary information / expertise on AIFs, PMS, & MFs

10. Must have extensive knowledge on equity fixed income, and alternate asset classes

11. Should have specialization in finance

12. Must have excellent sales skills and in-depth product and broad investment knowledge.

Requirement:

1. CA/MBA with 1-3 years of experience