Job Description

Key responsibilities To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization Achieving the set revenue targets (quarter/ annual) Acquisition of High Networth Individuals (HNIs) / Ultra-high-net-worth individuals (UHNW Individuals) To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Financial Planning (FP) and Portfolio Services Manage Private Wealth, PMS and AIF fund related queries Execution of transactions post FP and on periodical basis Ensure Risk Management Compliance as per policy guidelines related to client position and portfolio allocations Preferred Profile Post Graduate in Financial / Economics / Capital Markets / allied subjects Atleast 8+ years of experience in Financial Services. last 3+ years in the wealth management segment Proven track record of acquiring HNIs / UHNWI and managing their investment portfolio Hands-on experience of consistently delivering the set business goals (short and long-term)