Manage and grow a portfolio of HNI and Ultra HNI clients by offering personalized wealth management. Those who worked in startup investment, Handled 30-40 Cr AUM, conduct in-depth portfolio reviews. Build long-term relationships with clients.
Responsibilities: * Manage $10 million+ portfolio of high net worth clients * Collaborate with investment teams on mutual fund & AIF strategies * Provide exceptional client service through regular meetings & reporting Health insurance