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Job Description
Description:
Brief role Overview:
The incumbent will be highly driven and experienced in onboarding client to spearhead AUM and Revenue growth by acquiring and managing relationships with HNIs, UHNI and Family Offices.
Key Responsibilities for Individual role:
- Build, nurture, and manage long-term client relationships based on trust and performance
- Develop and execute a targeted strategy to acquire AUM & Revenue from HNIs, UHNIs & Family Offices.
- Conduct investment presentations, pitch wealth management solutions to suit client needs and look to constantly increase our wallet share.
- Collaborate with the investment team to structure bespoke offerings including PMS, AIFs, MF strategies, and direct equity.
- Maintain high standards of compliance, documentation, and reporting in accordance with SEBI and internal guidelines.
- Participate in family office summits, HNI networking events, and thought leadership forums to strengthen brand presence.
Skills
BankingWealth ManagementBFSI SalesPmsRevenue GrowthReportingWealth ManagementWealth ManagerIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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