Director - Private Wealth Manager

Primary Responsibilities:

• Client Acquisition - UHNI Client Segment above Relationship Value of 5 crore.
• Revenue generation as per agreed set targets.
• Regular client meetings, networking events, and Lead generation.
• Ensuring client portfolio is regularly reviewed and service meets the standards and expectations of clients.

• Cultivate and manage long-term relationships with UHNIs and corporate promoters to drive business development and expand the firm's market footprint.
• Design and implement comprehensive asset allocation strategies that align with client liquidity needs, tax efficiency, and risk appetite to ensure optimal portfolio performance.

• Understanding the financial need and risk appetite of the client and recommend suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Real Estate, Family Office Services like will and succession planning.