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Tier-1 brand plus generalist sales acquisition role increases applicant competition.
HNI and portfolio-management focus limits transferability across industries, so medium sensitivity.
Requires HNI acquisition experience, portfolio knowledge and existing customer base, creating moderate filtering.
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Acquire High Net Worth Individual (HNI) clients exclusively.
Sell Third Party Products (TPP) and generate revenue from these sales.
Build and grow the Current Account Savings Account (CASA) book size.
Work Experience Required: More than 1-2 years.
Education: Graduate or MBA degree.
Experience with portfolio management and existing customer base mandatory.
Strong coordination ability across different channels required.
Experienced in HNI client acquisition and managing affluent customers.
Skillful in cross-channel coordination and communication.
Has prior exposure to portfolio management and sales of financial products.