Client Acquisition / Business Development - Private Wealth

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