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Tier-1 employer, metro location, and mid-level RM role create moderate candidate competition.
Requires specialized banking and wealth-management experience, limiting cross-industry transferability.
Explicit 6+ years in wealth management and mandatory client acquisition skills make filtering stringent.
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Lead acquisition of B2C clients with a focus on building and growing a portfolio through micro-events and referrals.
Drive growth in Investment Assets Under Management (AUM) and CASA portfolio by deepening client relationships and cross-selling products.
Ensure high-quality service delivery and client retention by monitoring high net worth accounts and reactivating inactive accounts within compliance guidelines.
Minimum 6+ years of experience in investments and wealth management products acquisition.
Strong knowledge of investment products and wealth management.
Location required: New Delhi, India.
Work Experience Required: At least 6 years in related domain.
Experienced in wealth management with proven acquisition and relationship-building skills in B2C and high net worth client segments.
Capable of working collaboratively with relationship managers and different channels to maximize wallet share.
Operationally focused on compliance adherence, client retention, and portfolio growth through targeted service delivery.