- Responsible for fresh acquisition and maintenance of relationship with SHNI clients.
- Minimum AUM of 50 Cr being managed.
- Ticket Size of existing clients should be Greater than 2.5 crores.
- Responsible for acquisition of new SHNI Clients.
- Cross selling of baskets of Investment Products to High Net Worth Individuals.
- Maintaining and leveraging on the relationship with clients acquired.
Prior Experience:-5-8 years experience in Wealth Management or acquisition of Super HNI Clients. Must be from a broking or banking background.
Domain Knowledge:-Knowledge of broking, Capital Markets.
Educational Qualifications:-MBA, CFA, CA.
Caution :-Candidate with wealth management experience only apply .
Salary range - 15-20 LPA
Shweta Rao
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