Branch Head
19 hours ago
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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