Co-Head - Wealth - HNI Clients

We have an opening with leading financial Institution:-

Designation - Co-Head (Wealth)

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

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

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

4. 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.

5 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

6. Employee Development

- Retention

- Knowledge Building

- Motivating Team