Manage and acquire HNI/UHNI clients, handle AUM portfolios, and provide investment advisory on Mutual Funds, Equity, PMS, AIF, Bonds, and Insurance products. Drive client acquisition, portfolio growth, and maintain solid long-term relationships.
Required Candidate profile
Postgraduate with experience in Wealth/HNI client management from reputed banks or NBFCs. Strong knowledge of Mutual Funds, PMS, AIF, Bonds, and Insurance. Must manage 150+ Cr AUM