Acquisition Manager - Mumbai/Navi Mumbai/Maharashtra, India - iimjobs

Description

• To acquire new Clients in the ultra-high net worth segment and reference generation from the specified catchment
• Should be adhering to all regulatory and compliance requirements
• To achieve monthly new and existing customer meeting targets
• No revenue target
• Should possess good communication skills, pleasant personality and high initiative
• Develops and maintains relationships with the new as well as existing clients
• Works closely with Appleton team members to further develop sales opportunities
• Should have significant knowledge in multi asset class portfolios
• Should have primary information / expertise on AIFs, PMS, & MFs
• Must have extensive knowledge on equity fixed income, and alternate asset classes
• Should have specialization in finance
• Must have excellent sales skills and in-depth product and broad investment knowledge.

• CA/MBA with 1-3 years of experience