About the Role
- 2+ yrs. of experience in Wealth Management space.
- Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets
- Onboarding, Handling and Managing HNI / Ultra HNI clients
- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography
- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
- Ability to work in partnership with the Bank and drive leads & AUM
- Service existing clients with the support of client servicing team
- Constantly review client portfolios and give a birds’ eye view.
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