Wealth Management Role - Financial Services Firm

Our Client, an Indian financial services company is hiring for a 2 Wealth Management Role with 13+ Years of Experience and AUM 1000+ Cr portfolio.

Reporting to the Director.

About:

1. Playing Captain Role : Leader will have his own Targets and Handle a Team. AUM 700+ Cr.

2. Non Playing Captain Role : Leader will be required to ensure Team Performance. AUM 1000+ Cr.

Roles & Responsibilities :

1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF.

2. Maximise client experience by proactively sharing market updates, trends and other information.

3. Increase AUM, Net Sales, and Market Share.

Only Mumbai candidates will be preferred.

Qualification: Graduate or Post Graduate