Acquire, develop and oversee relationships with UHNI Clients with
an annual revenue potential of 10 lacs and above
• Client Management: Help close deals with large clients, identify
new market opportunities, cultivate and deepen client relationships
and partnerships that add value
• Monitor and analyze performance metrics and suggest
Improvements
• Aim to maximize the wallet share of the client through equity and
cross sell products like MF, Insurance (only ULIP) , PMS , AIFs etc
• Understand research and update oneself on available investment
opportunities in line with markets
• Servicing clients across the entire basket of products comprising of
Equity, Funding and investment products

Acquire, develop and oversee relationships with UHNI Clients withan annual revenue potential of 10 lacs and above• Client Management: Help close deals with large clients, identifynew market opportunities, cultivate and deepen client relationshipsand partnerships that add value• Monitor and analyze performance metrics and suggestImprovements• Aim to maximize the wallet share of the client through equity andcross sell products like MF, Insurance (only ULIP) , PMS , AIFs etc• Understand research and update oneself on available investmentopportunities in line with markets• Servicing clients across the entire basket of products comprising ofEquity, Funding and investment products

8-10 years relevant experience Capital Market knowledge – Cash, F&O, Currency • Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments • Strong Funding Product knowledge: LAS, IPO, MTF • Strong Risk Understanding