Proprietor at Euro HR Consultancy
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Head - Mutual Funds - Privilege Wealth Management (8-15 yrs)
Title : Mutual Funds Head
Location : Delhi, Pune, Mumbai, Ludhiana, Kolkata, Lucknow, Ahmedabad and Jaipur
Salary : Negotiable
Job Description :
- Must be able to handle a team of 15 - 20 Managers / AM / RMs.
- The Head will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- Maintaining client relationships and generate AUM from preferred clients.
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI segment in the market for new client acquisition.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- To take care of the complete SBU of the Privilege Wealth Management of the organization.
Experience : 8-15 years
Qualification : Any
Domain Knowledge - Mutual Funds
Ashwini Sharma
(+91) 9899 403 708
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