(a) Completely handle the P&L responsibility of HNI/ultra HNI clients for the city/area/cluster
(b) Develop the product desk where the company has the broadest range of products & services
(c) Should be able to able to hire a team of wealth managers and training of Wealth Managers
(d) Setting up a lifestyle privilege desk for our premium wealth management clients
(e) While managing the city/cluster/area team, should also be responsible for new business development, system development as well as dealing with various internal & external stakeholders.
(f) Develop a unique Financial Planning offering incorporating CAPM & MC simulations
(g) Practical knowledge of capital markets and investment products
(h) Understanding of various products & market segments
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