Job Requirement:

•  CA/MBA with 1-3 years of experience.

Job Responsibilities:

•  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