About the role
To acquire families of the desired segment (disposable surplus between Rs 5 - 25 cr) using the core proposition of risk profiling, asset allocation, appropriate Fund Manager selection and enhanced client management.
Post acquisition, the role is also to ensure that there is continuous and incremental wallet share from the families leading to our Assets Under Management and subsequently increased revenues. This will then contribute to the growth of the Wealth Management business leading eventually to the profitability for the firm.
To increase the business & profitability of the Wealth Management Division by providing effective financial portfolio & wealth management advisory services to existing clients and develop new clients.
The Senior Portfolio Manager is a key pivot in the functioning of the business. He / she is responsible for evaluating the risk profile using advanced scientific tools, conducting asset allocation recommendations to the clients based on the suggestions of the Research Team in the organization, exhibit the various offerings that the Product Team including its key features, advantages and benefits. Post this, conducting the relevant paperwork for the said set of ideas and products is a key job deliverable.
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