Head - Private Wealth

- Providing financial solutions for high net worth clients.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM/Book Size

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

- Sharing model portfolios with clients

- Responsible for targeting the AUM growth & revenue generation from the relationships with Shriram Wealth Management.

- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities