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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

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