Relationship Manager/Cluster Head/Co-Head - Wealth Management - BFS

Understand in detail clients investment needs & create a long term Asset Allocation plan.

Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

Focus on revenue both personal and team targets and team profitability

New Client development and acquisition

Periodic review of target v/s actual achievement RM wise

Working closely with other team leaders to increase cross sale within different geographies and within WAs to improve overall revenues.

Developing Business through multiple products

Differentiating our offerings in the market place by increasing self knowledge to improve client impact. Deepening existing relationships and gaining more referrals

Developing new product ideas to improve revenue generation