22 Aug
|
WOW Softech
|
Lucknow
22 Aug
WOW Softech
Lucknow
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