- Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
- Acquire current clients through referrals, networking, and market engagement.
- Drive revenue growth by optimizing product mix and increasing client asset size.
- Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates.
- Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
- Influence client decisions through market insights and strategic advisory rather than transactional product pitches.
- Handle RMs 8-10 under him.
Preferred candidate profile.
Excellent in team Handling and good communication skill.
📌 Team Lead (Kochi)
🏢 Jobs Territory
📍 Kochi
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