Job Profile:
- Acquire HNI,SuperHNI and UltraHNI customers
- Build relationships with existing customers to increase the AUM
- Identify customer needs and advise them on right financial planning and asset allocation from an array of Financial product like Mutual Funds,PMS,Bonds, AIF,Equity, Insurance etc
Experience - prior working in a Private Bank/ Wealth Management set up
Aum- 100-300 CR individual
High networth income clients, hnw, HNI, SHNI, UHNI, Wealth, Investment prodocts, Mutual Fund, wealth management, wealth RM, wealth relationship manager
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