1. Provide financial planning services through products like mutual funds, PMS, Insurance, asset allocation, bonds, direct equity etc.
2. Managing relationships of HNI / UHNI clients,& enhancing advisory relationships.
3. To generate revenue .
4. Minimum 8-12 yrs in handling HNI relationship, Sales & Financial Planning of HNI Clients .
5 .Should have good market knowledge.
6. Should have experience in HNI Client acquisitions and Relationship Management & service.