Lead - Family Business - AMC

Job Context:

a) Identify & touch base with existing &new client segment, to get business from them, to increase net sales& AUM.

b) Adequate planning and strategy.

c) Focus on inactive clients & follow activation.

d) Synergize with all relevant departments for achieving the desired objective

e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc.

Principle Accountabilities:

- Advising on investment strategies, asset allocation & risk management

- Helping clients invest in tax efficient vehicles

- Identifying & mitigating potential risks to the family's wealth

- Acquisition & expansion of client base

- Build a strong connect with target audience for maximizing the mind share and market share

- Synergize with all relevant verticals for achieving the desired objective

- Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city.

- Provide guidance on family office structuring to new/young family offices

- Generate product ideas/ insights basis requirements/demand trends in family offices

- Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards.

- Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand