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MD at Startup Potfolio
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Senior Wealth Manager/Private Banker - Bank (2-10 yrs)
Job Description (Past Experience is a must)
Responsible for fresh acquisition and maintenance of relationship with HNI clients
To take complete ownership of the given revenue and sales target
Plan short and medium term strategy for lead generation
Should have good presentation and communication skills
Participate in overall marketing and launch strategy along with potential customer engagement
Acquisition & managing HNI customers
Should have existing relationship in the market
Minimum Investment Size - 50 lacs to 15 crores.
- Client segment: HNW/ UHNW - clients with Financial Assets - $ 1 million (Rs. 6 Cr and above)
- Profiling Customers and provide financial products to meet customer needs
- Ensure profitability of the portfolio: Generate high Income per Customer
Salary + Equity + Profit Sharing
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