Regional Manager - Sales - BFSI

- To connect to and advise Ultra HNI clients for their investment portfolio primarily offering PMS and AIF

- To capture mindshare and investment share of the UHNI/Family offices with sound domain knowledge of investment across structured products.

- To understand clients' existing investments, goals and risk appetite and provide appropriate advise with the product basket.

- To Add value to the client by providing market trends, investment philosophy and product specific ideas and knowledge.

- To exhibit strong acumen of Equity, structured products, AIF and PMS and have an overall philanthropic attitude on Investment Portfolios.