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