Job Overview
Playing Captain will have an Individual target and also a team target. Responsible to acquire and grow the Portfolio of High Net Worth customers individually and also managing a team of 8-10 RMs and support them to meet their targets. Will be Handling and managing clients with a minimum Investable amount of Rs 25 Lakhs and above.
1) Playing Captain will be responsible for Individual target and the team target. Helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent).
2) Acquire and Manage client relationships and generate AUM. Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
3) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
4) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
5) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
6) To conduct and assist in organizing seminars, workshops and other business development activities.
Looking for Candidates from Banks , Wealth Management firms as Branch Managers , Senior Relationship Managers , Wealth Managers with good vintage and experience in Acquiring and handling HNI / UHNI clients . Candidates currently working with small fin Banks with prior experience in leading banks can also apply.