Lead - Family Office - Mutual Fund

Job Context:

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

- Adequate planning and strategy.

- Focus on inactive clients & follow activation.

- Synergise with all relevant departments for achieving the desired objective.

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

Principal Accountabilities:

- Accountability Supporting Actions

- Portfolio & Business Management

- 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

- Build Strong Client Relationship

- 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

- Compliance & delivering superior value to customer o Ensure compliance on all regulatory and internal audit requirements

- Ensure all SEBI/AMFI rules and regulations are strictly complied

- All advisory provided & products suggested should be in the best interest of the client & regulatory complaint

- All certifications required for various product advisory & selling

- Knowledge & Market Intelligence o Expert level knowledge on public & private markets

- Awareness & deep understanding of geo political & macro-economic environment

- Building market intelligence of client segment, through liaising with internal & external peers across financial industry

- Product related market intelligence in the industry, competition & the need of clients