HNI Relationship Manager - Private Banking Group

HNI Relationship Manager _Private Banking Group

- Sourcing of HNI clients for Investment Products like Portfolio

- Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High

- Net Worth relationships.

1. Client sourcing for Investment Products - PMS/AIF/MFs , Insurance and Broking Accounts.

2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.

3. 2 New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs

4. Daily meetings to be done with existing