ROLE:

* Priority Clients division looks into Wealth Management and advisory needs of clients with portfolios of INR 50 lacs to 5 crores.

* To assist in acquisition of new clients, manage relationship for individuals/family.

* To achieve the AUM/ Revenue budgets as assigned.

* Assist the organisation in building up the book size of investments.

* Job involves advising clients about all major asset classes i.e. Equities, Debt, Structured products, PMS, MF, Insurance, Commodities – Agro based, Base Metals or Precious Metals.

* Be the point contact for communicating the research and investment ideas from

* Core thrust is on Risk & Return assessment and working an Asset allocation plan to suit the needs.

* Pro active measures to be implemented for getting a larger share of the investment portfolio.

REQUIREMENT:

* Candidates should have understanding of Financial Planning, tax planning, risk profiling and asset classes as MF, Insurance, Equities etc.

* Strong equity and wealth management domain knowledge.

* Previous work experience in brokerage, equity advisory house or banking domain work experience would be preferred.

*Existing Client relationship is an added advantage.