Senior Vice President - HNI/UHNI - Wealth Management

Wealth Manager

Acquire New HNI clients on Equity, Derivatives, currency & commodity Markets. Cross selling of products like Mutual fund,PMS, Bonds

Individually handling clients with book size of 25 lacs& above.

Creation of revenue & Activation of clients

Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.

- Maintaining client relationships and generate AUM from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.

- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales

- Responsible for achieving targets based on acquisition and revenue generation through equity.