Financial Advisor - Wealth Products - SHNI Clients

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

- Minimum AUM of 50 Cr being managed.

- Ticket Size of existing clients should be Greater than 2.5 crores.

- Responsible for acquisition of new SHNI Clients.

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

- Maintaining and leveraging on the relationship with clients acquired.

Prior Experience:-5-8 years experience in Wealth Management or acquisition of Super HNI Clients. Must be from a broking or banking background.

Domain Knowledge:-Knowledge of broking, Capital Markets.

Educational Qualifications:-MBA, CFA, CA.

Caution :-Candidate with wealth management experience only apply .

Salary range - 15-20 LPA

Shweta Rao