AVP - Wealth Manager - Bank

1. Develop and manage relationships with High Net Worth (HNW) clients to provide them with investment products and services in line with their risk profiles.

2. Meet revenue and product mix targets.

3. Act as a gateway to address any client requirements.

4. Recommend products as per client needs.

5. Manage a portfolio of 40 to 50 clients.

6. Generate revenue of 3-5 times your cost.

7. Be responsible for the initial acquisition of clients and continue to develop the business in coordination with the Head of Department (HOD).

8. Maintain and continuously develop a high-end client base.

9. Have specialized knowledge in the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, the diversified nature of the Indian Real Estate market, Fixed Income, and alternate asset classes like Hedge Funds and Structured Products.

10. Continuously track market trends and customer requirements, providing feedback to the product team to help design new products.