About the opportunity
Job Overview
<p><span lang="EN-US" style="font-size:12.0pt;line-height:
107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-ansi-language:EN-US;mso-fareast-language:EN-IN;mso-bidi-language:
AR-SA">Opportunity to work with a research-driven boutique PMS/investment
advisory firm focused on long-term wealth creation and high client service.<br>
<br>
<!--[if !supportLineBreakNewLine]--><br>
<!--[endif]--></span></p> <p class="MsoListParagraphCxSpFirst"><span lang="EN-US" style="font-size:12.0pt;
line-height:107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN">Identify, connect with and onboard
HNI / UHNI clients for PMS (Portfolio Management Services) and investment
advisory offerings.</span></p><p class="MsoListParagraphCxSpMiddle"><span lang="EN-US" style="font-size:12.0pt;
line-height:107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN">Understand clients’ risk-profile,
investment objectives, financial situation and propose suitable PMS / advisory
solutions.</span></p><p class="MsoListParagraphCxSpMiddle"><span lang="EN-US" style="font-size:12.0pt;
line-height:107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN">Build and manage a pipeline of leads,
channel partners and referral sources (bank branches, IFAs, wealth advisors) to
drive AUM growth.</span></p><p class="MsoListParagraphCxSpMiddle"><span lang="EN-US" style="font-size:12.0pt;
line-height:107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN">Conduct client meetings, investment
presentations, product demos and follow up till closure.</span></p><p class="MsoListParagraphCxSpMiddle"><span lang="EN-US" style="font-size:12.0pt;
line-height:107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN">Maintain relationships with clients
post-sale — regular servicing, updates on portfolio performance, coordinate
with PMS operations.</span></p><p class="MsoListParagraphCxSpMiddle"><span lang="EN-US" style="font-size:12.0pt;
line-height:107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN">Achieve monthly/quarterly/annual
targets for sales volume (new accounts) and assets under management (AUM).<o:p></o:p></span></p><p>
</p><p class="MsoListParagraphCxSpLast"><span lang="EN-US" style="font-size:12.0pt;
line-height:107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN"> </span></p> <p class="MsoListParagraph"><span lang="EN-US" style="font-size:12.0pt;line-height:
107%;font-family:"Arial",sans-serif;mso-fareast-font-family:"Times New Roman";
color:#222222;mso-fareast-language:EN-IN">Looking for Candidates from Banks or other Wealth Management companies with good experience
in Acquiring HNI Client and Managing financial products such as equity, mutual
funds, PMS. <o:p></o:p></span></p>