Job Requirements:

• Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, 

Advanced degree preferred 
• Years of Experience: 12- 15 years of which min 8 years in Pvt Bank / Wealth Management 
Industry. Min 3 years in senior Leadership role 

Job Responsibilities: 
• Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI 
clients. 
• Primarily responsible to shape investment strategies, drive business growth and ensure 
exceptional 
• service delivery to privileged clientsIdentify and acquire new privileged clients, thus expanding 
the client 
• base, through Portfolio Management, Advisory and Research Based AUM products 
• Contact prospective clients to present information and explain our products and anticipated 
returns 
• Provide a genuine advisory approach with highest level of customer obsession, thereby 
becoming the 
• first point of contact for any investment needs 
• Develop and maintain strong relationships with high net-worth clients, understand their 
investment goals 
• and risk appetite, and provide tailored investment solutions. 
• Implement strategies to enhance client satisfaction, address concerns and foster long-term 
• relationships, by regular face-to-face meetings. 
• Assess client’s risk and return aspirations and deliver a tailored portfolio of products. 
• Engage in periodical competitor mapping and suggest product and business team to track 
market 
• developments. 
• Monitor and assess performance regularly, suggest modifications taking into consideration 
client goals and market conditions. 
• Responsible for completion of regulatory requirements like KYC, advisory and account 
opening related documentation, through his/her team. 
• Stay up-to-date with market trends, economic indicators and relevant financial news to inform 
regarding investment decisions. 
• Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.