Key Responsibilities :

Client Acquisition & Relationship Management :

- Acquire and onboard HNI/UHNI clients with 1 Cr 5 Cr+ investable surplus.

- Build and maintain strong, long-term client relationships.

- Drive consistent client engagement to enhance retention and market credibility.

Financial Planning & Portfolio Management :

- Conduct comprehensive Financial Planning (FP) for clients.

- Provide ongoing portfolio advisory and rebalancing services.

- Ensure disciplined asset allocation across products and asset classes.

- Monitor client portfolios to ensure alignment with risk profiling and advisory guidelines.

Execution & Transaction Management :

- Execute transactions post financial planning and on an ongoing basis.

- Manage client requirements across Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Investment Funds).

- Ensure seamless execution and service delivery across investment products.

Revenue & AUM Growth :

- Achieve revenue targets through a balanced mix of mutual funds (annuity income) and other asset classes.

- Drive Assets Under Advisory (AUA) growth through acquisition and portfolio expansion.

- Identify cross-sell and up-sell opportunities across investment products.

Business Strategy & Process Excellence :

- Develop and execute short-term and long-term sales strategies aligned with organizational goals.

- Establish standardized and efficient sales and advisory processes to ensure consistency and quality.

- Continuously improve client servicing models to enhance efficiency and outcomes.

Risk, Compliance & Governance :

- Ensure all advisory actions comply with internal and external regulatory guidelines.

- Work closely with Risk, Compliance, and Research teams to ensure portfolio suitability.

- Monitor client positions to minimize mis-selling and ensure adherence to risk policies.

Market Intelligence & Continuous Improvement:

- Track market trends, competitor activities, and emerging opportunities in Wealth Management.

- Provide insights on new products, strategies, and business development opportunities.

- Commit to continuous learning to stay ahead of market developments and competition.

Required Skills & Experience :

- Experience in Wealth Management, Private Banking, or Portfolio Management.

- Strong understanding of financial markets, asset classes, and portfolio construction.

- Proven track record in HNI/UHNI client acquisition and relationship management.

- Experience handling Mutual Funds, PMS, AIFs, and structured wealth products.

- Strong analytical and decision-making abilities.

- Excellent communication, presentation, and client advisory skills.