Head - Mutual Funds - HNI/Ultra HNI

Position - Head - Mutual Funds

Job Location - Delhi,Mumbai,Pune,Kolkata,Ahmedabad,Lucknow & Jaipur

Outstation Candidate NOT Allowed

Industry

Investment/Broking/Securities

Education

Graduate, PG -especially in finance

The Head will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).

- Maintaining client relationships and generate AUM from preferred clients.

- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the HNI/Ultra HNI segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops, and other business development activities.

- To take care of the complete SBU of the Privilege Wealth Management of the organization.

Skill Set

- Must be able to handle a team of 15 - 20 Managers / AM / RMs.

- Relevant past experience is mandatory.