Senior Client Partner - Private Client Group (PCG)

Role & responsibilities

• Comprehensive Wealth Management: Designing integrated plans for wealth creation, preservation, and enhancement based on in-depth client risk profiling
• Cross-Product Advisory: Showcasing and selling the entire product suite of Client, including Mutual Funds, PMS/AIF strategies, structured products, alternative assets, direct equity, and unlisted opportunities.
• Portfolio Reviews: Conducting periodic performance reviews of client portfolios in collaboration with the internal product and research teams.
• HNI Acquisition & Mining: Identifying potential wealthy clients to build strong financial relationships while continuously mining existing portfolios to expand total Asset Under Management (AUM).
• Regulatory Compliance: Ensuring absolute compliance with KYC, SEBI rules, and internal legislative frameworks governing financial markets.

Preferred candidate profile

• Must have 3+ years of experience, preferably with experience in Wealth Management companies.