Direct Sales Role - Wealth Management/PMS/HNI Client Handling & Portfolio - BFS

Looking for direct sales in wealth management, PMS, HNI client handling, & portfolio only!!

- The job is basically in direct acquisition & relationship management of HNI & ultra HNI clients.

- To connect to and advise Ultra HNI clients for their investment portfolio primarily offering PMS and AIF

- To capture mindshare and investment share of the UHNI/Family offices with sound domain knowledge of investment across structured products

- To understand clients' existing investments, goals and risk appetite and provide appropriate advise with the product basket

- To Add value to the client by providing market trends, investment philosophy and product specific ideas and knowledge

- To exhibit strong acumen of Equity, structured products, AIF and PMS and have an overall philanthropic attitude on Investment Portfolios.

- To help grow business by direct sales.