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Forward Group
Head of Family Office

Head of Family Office

Forward Group

12 - 20 years

40 - 65 Lacs

Mumbai

Posted:3 weeks ago| Platform:

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Skills Required

Institutional Sales Family Office hni Portfolio Management Mutual Funds pms Channel Sales Investment Advisory Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

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Head of Family Office

Mumbai

12 - 20 yrs

INR 40 - 65 Lacs

Senior Relationship Manager

Chennai

7.0 - 12.0 yrs

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Forward Group

Not specified

No locations

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Head of Family Office

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