The incumbent must have over 10 years of experience in the mutual fund space.
The incumbent will be responsible for profiling customers by Investable AUM, leading conversations with top 100 families, bridging investments and sales to enhance Jio BLK's client wallet share, providing top-tier service to HNI/UHNIs through regular reviews and advice, and acquiring new clients through a robust referral mechanism.
The incumbent must have a good understanding of wealth management, investment strategies, sales techniques, client relationship management, and the needs and preferences of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
Compensation: Fixed: 45-50 lakhs and performance-based variable pay.
