Executive/Sr. Executive - Priority Sales

Formulate and execute promotional strategies for mutual funds, targeting high-net-worth and priority clients to hit sales targets. Cultivate and sustain long-term relationships with key accounts to secure continuous business growth. Acquire new high-net-worth clients by identifying potential leads and delivering tailored investment options.

Manage a dedicated portfolio of priority accounts to ensure high levels of client satisfaction and retention. Mentor and guide team members to boost overall performance and reach shared objectives.