Job Description  - Must be able to handle a team of 15 - 20 Managers / AM / RMs.  - The Head will be responsible for acquiring preferred clients (HNI/Ultra HNI).   - Maintaining client relationships and generate AUM from preferred clients.  - Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients   - Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.  - To coordinate with product and research team for taking investment decision for the clients.  - To conduct and assist in organizing seminars, workshops and other business development activities.  - To take care of the complete SBU of the Privilege Wealth Management of the organization.  Should have excellent com and interpersonal skills.  Self motivated and team player.

Delhi NCR

Mumbai

Pune

Gujarat

Others

Head - Client Acquisition - Mutual Fund - HNI/Ultra HNI - Privilege Wealth Management 

Head - Client Acquisition - Mutual Fund - HNI/Ultra HNI - Privilege Wealth Management  ,Job Description for Head - Client Acquisition - Mutual Fund - HNI/Ultra HNI - Privilege Wealth Management  in Talent Seekers in  Delhi NCR Mumbai Pune Gujarat UP Others for (7-12) years of experience. Apply Now!

Job Description for Head - Client Acquisition - Mutual Fund - HNI/Ultra HNI - Privilege Wealth Management  in Talent Seekers in  Delhi NCR Mumbai Pune Gujarat UP Others for (7-12) years of experience. Apply Now!