Financial Advisor - Private Wealth - HNI Segment - Banking

Role and responsibilities:

- Responsible for fresh acquisition and maintenance of relationship with HNI clients. 

- Minimum AUM of 50 Cr being managed.Avg Ticket Size of existing clients should be Greater than 2.5 crores. 

- Responsible for acquisition of new HNI Clients.

- Cross selling of the company baskets of Investment Products to High Net Worth Individuals.

- Maintaining and leveraging on the relationship with clients acquired