2 Opening(s)
5.0 Year(s) To 15.0 Year(s)
13.00 LPA TO 21.00 LPA
Lead and manage Wealth Management business for the assigned cluster/region
Drive revenue generation through acquisition of HNI/UHNI clients
Manage and mentor Relationship Managers / Wealth Managers for target achievement
Build strong client relationships and provide investment advisory solutions
Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products
Monitor business performance, productivity, ...
- Wealth Management
- Cluster Management
- Team Handling
- Hni Client Acquisition
- Uhni Relationship Management
- Investment Advisory
- Portfolio Management
- Pms Sales
- Mutual Funds
- Equity Products
- Insurance Sales
- Revenue Generation
- Business Development
- Financial Planning
- Client Relationship Management
- Cross Selling
- Wealth Products
- Capital Markets
- Team Leadership
- Client Servicing
- Portfolio Advisory
- Market Analysis
- Private Banking
- Target Achievement
- Relationship Building
- Investment Solutions
2 Opening(s)
1.0 Year(s) To 2.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities :Investor Acquistion and Relationship Management :
Build, nurture, and own long-term relationships with HNIs, Ultra-HNIs, Family Offices, NRIs, and small institutional investors.
Identify investors who actively allocate to Real Estate AIFs, Private Credit, Pre-leased Commercial Assets, Fractional Ownership, and Redevelopment Strategies
Fund Representation :
Represent 8–12 curated Real Estate AIFs at any ...