Director - Private Wealth Manager

Primary Responsibilities:

- Client Acquisition - UHNI Client Segment above Relationship Value of 5 crore.

- Revenue generation as per agreed set targets.

- Regular client meetings, networking events, and Lead generation.

- Ensuring client portfolio is regularly reviewed and service meets the standards and expectations of clients.

- Cultivate and manage long-term relationships with UHNIs and corporate promoters to drive business development and expand the firm's market footprint.

- Design and implement comprehensive asset allocation strategies that align with client liquidity needs, tax efficiency, and risk appetite to ensure optimal portfolio performance.

- Understanding the financial need and risk appetite of the client and recommend suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Real Estate, Family Office Services like will and succession planning.