Associate Director/Cluster Head - Wealth - Family Office

JOB RESPONSIBILITY :

- Understand in detail clients investment needs & create a long term Asset Allocation plan.

- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

- Handle the clients - investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

- Focus on revenue both personal and team targets and team profitability

- New Client development and acquisition

- Periodic review of target v/s actual achievement RM wise - Working closely with other team leaders to increase cross sale within different geographies and within WAs to improve overall revenues.

- Developing Business through multiple products

- Differentiating our offerings in the market place by increasing self knowledge to improve client impact.

- Deepening existing relationships and gaining more referrals

- Developing new product ideas to improve revenue generation

- Employee Development

- Retention

- Knowledge Building

- Motivating Team