Job Title

2+ yrs. of experience in Wealth Management space. Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets Onboarding, Handling and Managing HNI / Ultra HNI clients Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions Ability to work in partnership with the Bank and drive leads & AUM Service existing clients with the support of client servicing team Constantly review client portfolios and give a birds’ eye view.