Looking for entrepreneur talent with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up.
ROLES & RESPONSIBILITIES: -
Leadership role of acquiring, nurturing and managing team of AUM relationship managers who would acquire HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Accountability of increasing book size and AUMs for the city by client relationship management and advising them on their financial needs.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
Inter team collaboration with product and research team for taking investment decision for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
Salary: INR Inventives Additional
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Area Sales Manager
Employment Type: Permanent Job, Full Time