Leadership Role - Private Wealth - BFSI

Leadership Role Private Wealth ( No Self Target)

Roles & Responsibilities :

- The incumbent will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients.

- Maintaining client relationships and generate AUM from preferred clients.

- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team for taking investment decision for the clients.

- Deep understanding of wealth products PMS, AIF, MF, Structure products, SP, Bonds, Tax planning, Private equity and other products.

- To conduct and assist in organizing seminars, workshops and other business development activities.