Branch Head

19 hours ago

Pune, Maharashtra, India The Firm P Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products

Engage with HNI/UHNI clients & understand their investment aspirations

Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio

End to end client relationship mgmt.

Monitoring clients portfolio & updating clients about market events & possibilities

Ensure all operations day to day integration along with seamless Liasoning with Research Team

Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only)

MBA/CA/CFA or relevant financial qualification preferred.

  • 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory

Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners

Candidates willing to shift along with their teams are welcome

PRIVATE BANKING experience only , Family Office experience also share

Analyst , Equity traders , Operations exp only pls excuse

Perks and benefits

CTC ; lacs (Negotiable & not a constrain for the right candidate commensurate with exp )

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