Wealth Manager - HNI Sales - Private Client Group

- Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs.

- Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships.

Key Deliverables :

1. Client sourcing for Investment Products - PMS/AIF/MFs , Insurance and Broking Accounts.

2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.

3. 2 New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs

4. Daily meetings to be done with existing clients and new prospects for business.