New client acquisition through use of market intelligence and industry networking
Meeting sales targets of Inflows.
Establish and maintain strong relationship with existing HNI/UHNI investors and thus generating business and references to meet the sales targets assigned.
Efficient in making calls and meetings with high-net-worth investors.
Achieve targets of AUM, Gross Sales, Market share and SIP count.
Providing excellent customer service.
To manage relationships with decision makers of family offices & RM’s of wealth firms.
Acquire new customers through referrals from existing customers who meet product criteria.
Enhance the Overall value/book size of the portfolio.
Attrition control of investors.
Ensure to build and maintain a strong sales pipeline through effective prospecting and lead generation.
Drive direct sales efforts, actively engaging with potential customers and building strong relationships to convert leads into sales.
Conduct sales presentations & one to one meeting to influence decision-making and close the deals.
Ensure timely and accurate reporting of sales activities and investor feedback to senior management.
Strong understanding of equity and debt products and markets.
Excellent Sales, communication, and interpersonal skills with an ability to build and nurture relationships with Family Offices and Wealth Counters
