- The Wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs.
- The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
- The key job is to provide continuous & superior guidance to the team members to focus on
(1) Client acquisition
(2) Client retention & deepening
(3) Positioning the brand effectively to attract talent.
- Will manage a team of 6-7 Relationship Managers
- To increase the business & profitability of the Wealth Management Division by providing effective financial portfolio & wealth management advisory services to clients & source new clients based on the same.
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