Cluster Head/Relationship Manager - Wealth

- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, AIFPE, Bonds, Structured Products etc.

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

- Generating minimum of 2X revenue per month

- Generating AUM of 100X trail book