1. Book Management
2. Client Engagement
3. Product Management
- Practice delivering a full range of financial products and services to client
- Become a part of the investment advisory practice
1. Book Management
2. Client Engagement
3. Product Management
- Practice delivering a full range of financial products and services to client
- Become a part of the investment advisory practice
1. Book Management
2. Client Engagement
3. Product Management
- Practice delivering a full range of financial products and services to client
- Become a part of the investment advisory practice
Be part of the founding team to create a new business line for the tech ecosystem, group company and their capital allocators
Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements
- Among the leading players in wealth management space
- Wealth Management supported by a well integrated platform
Be part of the founding team to create a new business line for the tech ecosystem, group company and their capital allocators
Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements
- Among the leading players in wealth management space
- Wealth Management supported by a well integrated platform
Be part of the founding team to create a new business line for the tech ecosystem, group company and their capital allocators
Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements
- Among the leading players in wealth management space
- Wealth management supported by well-integrated platform
You would be responsible for managing UHNWI & Family Office client relationships, through financial advisory and wealth management products of the firm
To combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals.
Ownership of the investment target of the cluster / location that you are mapped to.
- Manage client relationships, provide sound financial planning advice and counsel
- Serve as the firm's primary point of contact for a select group of clients
Build and generate new business across a large set of client base in UHNI segment.
Advise clients on building portfolios based on various products and solutions across asset classes and products approve by Team.
- Practice delivering a full range of financial products and services to client
- Be an integral member of our advisory team. Drive Product sales Like MF, PMS etc
Build and generate new business across a large set of client base in UHNI segment.
Advise clients on building portfolios based on various products and solutions across asset classes and products approve by Team.
- Practice delivering a full range of financial products and services to client
- Be an integral member of our advisory team. Drive Product sales Like MF, PMS etc
To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning
- Platform with Diverse Capabilities
- Unique & customized solutions beyond conventional wealth management solutions
To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning
- Platform with Diverse Capabilities
- Unique & customized solutions beyond conventional wealth management solutions
Developing and implementing successful business plans for high impact product offerings with exceptional selling approach.
Leading Entire Sales Team for rapid delivery of high growth revenue results.
- Leadership role
- Wealth Creation Opportunity
- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments
- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Be an integral member of our advisory team, providing financial planning
- Provide financial planning and investment advisory services
