IIFL - City Head - UHNI/HNI Client

Looking for entrepreneur talent with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients- (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up.

ROLES & RESPONSIBILITIES:

- The leadership role of acquiring, nurturing and managing the team of AUM relationship managers who would acquire HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

- Accountability of increasing book size and AUMs for the city by client relationship management and advising them on their financial needs.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

- Inter team collaboration with product and research team for taking investment decision for the clients as per their financial requirement.

- To conduct and assist in organizing seminars, workshops and other business development activities.