Wealth Manager - HNI/UHNI/PCG - Private Banking

1) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Source and Manage Individual HNI / UHNI clients, and Institutional Clients (Corporates, SME, Banks, Financial Institutions)

2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Real Estate, Insurance.

3) Networking and cultivating a good relationship with the clients.

4) Knowledge of Equity and Debt.

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products,

6) Should have Minimum Asset Under Management (AUM): Rs. 75 Cr To Rs. 300 Cr