• Increasing the client base, revenue and market share - increase the Pool & Base of UHNI and FO clients
• Manage relationships across the set of HNI clients and Corporate investors. Ensuring effective management and retention of clients.
• Maintaining multi product focus and equally driving the Cross Sell Products to the existing and new clients. Cross Sell Investment Products to attain clients’ needs and desired Profitability from Cross Sell segment.
• Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP), PMS, AIFs etc.,
• Ensuring risk free and compliant business and ensuring high levels of client satisfaction.
• Day to day coordination with Risk, Operations Teams day to day approvals wrt to limits, commercials, and various other departments for smooth functioning of the business. Job Requirements Functional Competencies
• Capital Market knowledge – Cash, F&O, Currency
• Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments
• Strong Funding Product knowledge: LAS, IPO, MTF
• Strong Risk Understanding & excellent implementation skills

- MBA/CA - 10 to 15 year relevant work experience in wealth management - Demonstrated experience of managing a team of wealth managers