Private Wealth Manager

• Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

• Financial Planning (FP) and Portfolio Services

• Execution of transactions post FP and on periodical basis

• Manage Private Wealth, PMS and AIF fund related queries

• Ensure delivery of various MIS reports as per requirements

• To develop short term and long term sales strategies for the WM business in line with the

overall strategic goals of the organization

• To establish standardized and efficient sales processes to ensure quality control and efficient

customer service delivery

• Ensure discipline of asset allocation

• Achieve a balance of revenue streams through sale of MF which will build a steady annuity

flow and through all other asset class

• To drive strong client servicing and client engagement parameters, to enhance market

credibility and deliver superior value proposition

• Continuous learning, to be better equipped than our competitors

• To closely observe, evaluate and monitor the client positions, portfolio allocations and

ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance

and Research Teams

• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies

and ensure standards are in place to minimize mis-selling instances

• To continuously scan the competition/market and report on emerging trends or any new

development or business opportunities for WM

• Revenue Generation

• Build AUA