Client Acquisition/Lead Generation Role - UHNI Segment - Wealth Management Business

Role: Client Acquisition /Lead Generation

Duties and Responsibilities: 

Data Acquisition : 

- Using publicly available resources like internet and directories

- Using existing social/professional network to generate references

- Area mapping for generation of databases for ultra HNIs

Data Mining : 

- Study existing databases to figure out possible prospects

- Liaise with other group/non group entities to generate future business

Prospect Ownership : 

- Schedule meeting of attached RM with the prospects

- Update the same on internal systems

- Accompany RM for these meetings, whenever required

- End to end follow up with the RM till conversion

Note: This role does not include selling of financial product.