Sourcing of HNI clients for Investment Products like Portfolio
Management Services (PMS), AIFs, Mutual Funds, Fixed Income,
Insurance and Broking A/Cs. Achieving the Business targets
assigned for AUM and Revenue, by upscaling and deepening the High
Net Worth relationships.
Client sourcing for Investment Products – PMS/AIF/MFs ,
Insurance and Broking Accounts.
Achieving the AUM, Insurance and revenue targets on monthly
and quarterly basis.
New to Firm relationships to be sourced on monthly basis
with min tick size of 25 lacs
Daily meetings to be done with existing clients and new
prospects for business.