Scope of the Role
Manage and Acquiring super HNI wealth clients , Generate revenue through selling of investment products by understanding the financial needs. Analyze the current portfolio and make necessary suggestions.
Job Description
Responsible for achieving Revenue targets based on Portfolio Management and acquisition of the Ultra HNI Clients Ensure the growth of AUM / Book Size . Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Responsible for identifying customer needs and assessing their risk appetite
Ideal Candidates
Looking for Candidates with good Experience in Managing and Advising Super HNI/ Private clients across all asset classes from banks, wealth management companies broking firms or Asset Management centers .