Job Description:
- Responsible to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking
- Developing new product ideas to improve revenue generation
- Generate leads and develop prospects, network to identify referrals to new clients
- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan
- Identify and execute on new business opportunities with existing clients
- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
- Complete understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.
- Experience of advising clients across asset classes.
- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
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