Client Acquisition / Business Development - Private Wealth
- Employer
- ASK Wealth Advisors
- Location
- DELHI
- Salary
- Negotiable
- Closing date
- Jan 20, 2021
View more
- Job Function
- Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Masters
Only applicants with 2-5 yrs of relevant experience in wealth management + UHNI client acquisition will be considered. Others applications will not be considered.
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
Skills required -
1. Excellent written and oral communication skills
2. Selling Skills
3. Proficient in Microsoft Applications - Excel, Word & PowerPoint
4. Experience in investment/financial services industry
5. Teamwork and Collaboration
6. Relationship Building
Only applicants with 2-5 yrs of relevant experience in wealth management + UHNI client acquisition will be considered. Others applications will not be considered
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert