Our Client, a leading Private Wealth Management firm is hiring for the role of State Head- Bangalore (Karnataka)- Private Wealth
Role Overview
Playing Captain Role
The leader will manage an individual business target along with leading a team (Team is already hired)
Compensation structure includes an Incentive Module.
Non-Playing Captain Role
The leader will focus on driving overall team performance and business growth.
Compensation structure includes a Bonus Module.
Key Responsibilities
Build and nurture relationships with HNI, UHNI clients, Family Offices, and Corporates.
Advise clients on investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
Deliver customized wealth solutions aligned to clients financial goals and risk appetite.
Drive AUM growth, net sales, and market share expansion.
Develop strategies for client acquisition, retention, and deeper wallet share.
Mentor an...