Acquire 4 account with margins not less than 50 k in each account.With value pac of minimum 1 times of his ctc.
Acquiring HNI Customer and managing their portfolio
Acquire new HNI and Corporate prospects by promoting wealth management products Should have own book of mininum Rs 35-40 Crores with customer relationship of 30-40 HNI having minimum ticket size of Rs 50 lacs. Product – Direct Equity / PMS, Structured products, Thirty Party Product/ PE, I B Deal, Bonds etc. Retain clients by top notch service level and portfolio advisory (new business from existing clients).
Acquisition of Life Insurance agents and Mutual IFA’s for the Wealth Management Partner network
Sales
WM-Common
Acts as a support to the Asset Management Sales Function
Acquisition and Servicing of IFAs
Outbound Calls pitching Wm Product and getting appointment of HNI Customers
Product/ Motivational Training to Wealth Partners