Senior Manager/Assistant Vice President - Family Office & UHNI - BFS

Location - Mumbai,

A. Position Details

Work Experience : 10-12 years of experience preferably in sales / in wealth management / Pvt. Banking.

B . Department: Channel & BD

- Critical Skills Required Expertise in PMS/AIF/Asset Allocation strategies. Strong understanding of financial Markets.

- Building & Maintaining strong relationship with Clients and deep understanding of the industry & Competitors

C. Role Purpose

- Candidate will be responsible for managing & growing relationships with UHNI / family office

D. Key Accountabilities

- Client Relationship management with existing customers.

- Add value to the family offices / UHNI / promoters for their investment portfolio through MF / PMS / AIF

- Acquire New family offices / UHNI through referrals

- Design & Implement Asset Allocation strategies for the customers