This role is for one of the Weekday's clients
Min Experience: 13 years

Location: Bengaluru, Karnataka, Telangana, Hyderabad, Chennai, Tamil Nadu

JobType: full-time
The position entails overseeing and expanding relationships with HNI/UHNI clients, providing them with guidance on wealth creation and investment opportunities across a range of financial products.

Requirements

Key Responsibilities:

• Oversee a portfolio of HNI/UHNI clients with a net worth of ₹5 Cr+
• Facilitate wealth growth through PMS, AIF, and other investment products
• Establish and nurture strong connections with CXOs, promoters, and business owners
• Meet revenue goals by acquiring new clients and expanding existing portfolios
• Manage and enhance Assets Under Management (AUM)

Key Requirements: