A playing captain both manages a high-value portfolio of High-Net-Worth (HNI) and Ultra-HNI (UHNI) clients directly and leads, mentors, or anchors a small specialized team .
Key Responsibilities
- Client Acquisition & Advisory: Direct engagement with HNI/UHNI clients to offer bespoke wealth management solutions and comprehensive financial planning.
- Leading by Example: Managing a personal book of high-value assets under management (AUM) while setting performance benchmarks.
- Product Execution: Leveraging open-architecture platforms covering Portfolio Management Services (PMS), Alternative Investment Funds (AIF), structured products, and mutual funds.
- Team Mentorship: Guiding junior and mid-level relationship managers on sales strategies, client pitches, and portfolio reviews.
📌 Team Lead- Playing Captain Wealth Management (Lucknow)
🏢 WOW Softech
📍 Lucknow
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