Role & responsibilities
- To acquire Preferred clients (Affluent & Super Affluent)
- To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients
- To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To track the Affluent & Super Affluent Client segment in the market for new client acquisition
Preferred candidate profile
- Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up
- Should have valuable vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)
Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above