Manager / Sr Manager - Alternate Business Channel (Direct)

Role & responsibilities

• Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of across MF / PMS / AIF.
• Introduce MF / PMS / AIF solutions from product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.
• New client acquisition through referrals from existing clients
• Deepen the relationship and increase the share of wallet.
• Network with clients to identify avenues for new business opportunities.
• Maintain highest level of service and delivery to all clients.
• Maximise client experience by proactively sharing market updates, trends and other information.
• Ensure compliance with all regulatory requirements and companys policies & processes at all times.

Preferred candidate profile

• MBA Finance (Full Time) or CA or CFA or CFP
• Previous experience in Banks, NBFC, Financial Services, AMC
• Must have worked for Wealth/Financial products