Wealth Advisor & HNI Acquisition Professional

Key Responsibilities

Client Relationship Management

• Build and strengthen long-term relationships with senior and C-level stakeholders in banks and NBFCs
• Act as the primary point of contact for strategic accounts, ensuring high client satisfaction and loyalty
• Handle escalations and proactively resolve client issues to maintain trust

Business Development & Sales Growth

• Identify opportunities to expand services and increase revenue within existing accounts
• Lead complex commercial and contractual negotiations for high-value deals
• Collaborate with internal teams to deliver tailored solutions aligned to client needs

Sales Strategy & Pipeline Management

• Develop and execute account-specific sales plans to meet and exceed revenue targets
• Monitor account performance and pipeline metrics to ensure achievement of monthly and quarterly goals
• Promote organizational thought leadership and strategic offerings to clients