Business Acquisition & DevelopmentFull-time

Job Summary

Job description:

We are seeking for dynamic, self-driven, entrepreneurial individuals with working experience in the Investment services & Wealth Management industry. The selected candidate would be part of our Client Account acquisition & Business development team. The ideal candidate would have hands on experience in; new prospect generation, onboarding account, Client Relation through long-term engagement, and building AUM (Asset under Management) in his/her client’s portfolio. We are looking for professionals who understand how to own and nurture his/her Client’s Account/AUM.

Key roles & responsibilities:

• 1. Client Account Acquisition
  • Identify and acquire potential HNI/UHNI Accounts, including independent professionals, White coloured professionals, New-generation Entrepreneurs, etc.
  • Identify prospects through referrals and hunting new leads, conduct preliminary meetings, and organise detailed meetings, involving Wealth Management & Investment Advisory team.
  • Ensure smooth and seamless Client Account onboarding process and compliance requirement for the newly acquired Account.
  2. Client Servicing & Relationship Management
  • Nurture a strong Client-Business relation through; professional service experience, long-term trust, continued engagement with a client always first approach.
  • Maintain an up-to-date Client Portfolio, review portfolio performance on a regular basis and take in-house assistance from Wealth Management & Investment Advisory team.
  • Undertake regular Client meetings, for portfolio performance review and fresh addition to AUM, seeking opportunities for new business leads and client referrals.
  3. Revenue & Performance Tracking
  • The accounts that you Service, and the AUM under these Account are part of your business developed. We motivate entrepreneurial approach, and define month-on-month performance review and new business strategy as an integral part of your responsibility.
  • Maintain up-to-date records of client accounts, KYC and other compliance documents, and utilise other in-house professional services towards organic & inorganic business growth.
  • Co-ordinate between Clients & Accounts/Back-office team in solely your responsibility to ensure seamless transactions/payments and pleasant service experience for your client.