-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.
-Must be able to handle a team of 15 - 20 Managers / AM / RMs.
-Relevant past experience is mandatory.
Z2 Plus Manpower and Security Agency has risen to the forefront in India with the successful completion of various projects. As a leading manpower company in India, our major commitment is to expand its capabilities. These capabilities include our expertise in supplying various types of manpower for the Construction, Engineering, Oil & Gas, Manufacturing, Agriculture, Information Technology, Mining, Retail, Hospitality, and Healthcare Industries etc. etc. To Employers, Z2 Plus Manpower