Job Description
2+ yrs. of experience in Wealth Management space.
Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets
Onboarding, Handling and Managing HNI / Ultra HNI clients
Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography
Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
Ability to work in partnership with the Bank and drive leads & AUM
Service existing clients with the support of client servicing team
Constantly review client portfolios and give a birds’ eye view.
Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets
Onboarding, Handling and Managing HNI / Ultra HNI clients
Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography
Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
Ability to work in partnership with the Bank and drive leads & AUM
Service existing clients with the support of client servicing team
Constantly review client portfolios and give a birds’ eye view.