Personal AUM: Must exceed 100 Cr — non-negotiable cut-off
Should have handled HNI/UHNI clients in a wealth Co.
Product knowledge must cover: Mutual funds, equity, PMS, AIF, bonds, Life, health, general insurance, SIF, NDPMS, RIA, HSL & debentures
Required Candidate profile
Stability: Minimum 3–4 years in current/last organization (frequent job switchers not preferred)
Background: Reputed Indian or international banks, NBFCs (Wealth vertical), AMCs, or Broking houses