- Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation
- Sourcing new Ultra HNI clients for Private Wealth Management, equity broking and Family Office.
Product basket -
- Mutual Funds, Direct Equity, PMS, Structured Products, PE funds, Real Estate Investments, etc
- Formulating & implementing winning business strategies for the growth of business opportunities and long term profitability
- To contribute to the business growth of the wealth management division in the designated area by efficient business planning, sales monitoring, revenue generation, client relationship management
Salary Offered: 10 - 18 LPA
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