Job Overview
Scope of the Job - Responsible for acquiring, managing and deepening relationships with HNI/UHNI clients, growing the client portfolio and driving AUM and revenue growth through comprehensive wealth-management solutions.
Key Responsibilities 1) Acquire new HNI/UHNI clients through own network, referrals and market sourcing. 2) Manage and grow an existing client book and strengthen long-term relationships. 3) Build and increase AUM, revenue and wallet share from existing and new clients. 4) Understand clients’ financial goals, risk profile and investment requirements. 5) Provide suitable investment solutions across Mutual Funds, PMS, AIF, Bonds, Fixed Income, Structured Products and other products. 6) Conduct regular portfolio reviews and provide clients with relevant investment and market updates. 7) Identify cross-sell and up-sell opportunities across all product suite. 8) Work closely with Investment Advisory, Product, Research and Operations teams to deliver a seamless client experience.
Ideal Candidate - Proven experience in handling HNI/UHNI clients and managing a sizeable client book/AUM. Strong understanding of investment products and capital markets. Demonstrated track record of client acquisition, AUM growth and revenue generation and has excellent communication, presentation, negotiation and relationship-management skills