Head - Mutual Funds for the Delhi,Mumbai,Pune,Kolkata,Ahmedabad,Lucknow & Jaipur
Z2plus Placement & Security Agency Pvt. Ltd.
Lucknow, India
20h ago
  • The Head will be responsible for acquiring Preferred clients (HNI / Ultra HNI ). -Maintaining client relationships and generate AUM from preferred clients.
  • Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the HNI / Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • To take care of the complete SBU of the Privilege Wealth Management of the organization.
  • Skill Set

  • Must be able to handle a team of 15 - 20 Managers / AM / RMs.
  • Relevant past experience is mandatory.
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