About the opportunity
Job Overview
<p>Responsible for portfolio management of mapped HNI clients.Needs to work in tandem with the channel partner ( A leading bank), Generate leads and increase the AUM.Conducting investor awareness programmes and on-boarding HNIs and other clients.</p> <p>> Onboarding, Handling and Managing HNI / Ultra HNI clients.<br>> Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.<br>> Aiming for consistent growth of customer wallet share and book size.<br>> Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.<br>> Constantly review client portfolios and give a birds’ eye view.<br>> Ability to work in partnership with Bank Channel and drive leads & AUM.<br>> Service existing clients with the support of client servicing team<br>> Adherence to all regulatory, statutory, and corporate compliance standards</p> <p>Looking for candidates with atleast 10 years of experience in wealth management role with any leading banks or wealth management companies. Candidate must have excellent exposure in selling wealth products like MF,Bonds,PMS,PEs,AIFs..etc. Preferebly an MBA graduate from any premier business school.</p>