Lead - Family Office - BFS

- Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM.

- Adequate planning and strategy.

- Focus on inactive clients & follow activation.

- Synergise with all relevant departments for achieving the desired objective

- Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

- Drive the business by targeting the family offices assigned

- New Client Acquisition of family offices

- Build a strong connect with target audience for maximizing the mind share and market share.

- Synergize with all relevant verticals for achieving the desired objective.

- Work on customized solution by offering Combo products with focus on alternate, offshore and equity products.

- Provide guidance on structural aspects to family offices

- Provide guidance on family office structuring to new/young family offices

- Generate product ideas/ insights basis requirements/demand trends in family offices