Senior Manager/AVP - Family Office & UHNI - Mutual Fund (10-13 yrs)

Position Title : Senior Manager / AVP - Family Office and UHNI

Grade: Senior Manager / Associate Vice President 1

Department: Channel & BD

Immediate Supervisor's Position Title: Principal - Business Development & Customer Engagement

Role:

- Work Experience 10-12 years of experience preferably in sales / in wealth management / Pvt. Banking.

- Critical Skills Required "Expertise in PMS/AIF / Asset Allocation strategies. Strong understanding of financial Markets.

- Building & Maintaining strong relationship with Clients and deep understanding of the industry & Competitors"

Role Purpose: Candidate will be responsible for managing & growing relationships with UHNI / family office

Key Accountabilities:

- Client Relationship management with existing customers.

- Add value to the family offices / UHNI / promoters for their investment portfolio through MF / PMS / AIF

- Acquire New family offices / UHNI through referrals

- Design & Implement Asset Allocation strategies for the customers