Wealth Manager

Key Responsibilities:

1. To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile

2. To meet the revenue and product mix targets

3. Gateway to any requirement from company

4. Recommendation of products as per client requirement.

5. Responsible for acquisition of clients & then taking business forward with coordination of HOD.

6. Should maintain & continuously develop high end client base.

7. To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.

8. To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback receive

Note: Person will be getting a book and also responsible for new client acquisition.