WOW Softech

Team Lead- Playing Captain Wealth Management at WOW Softech in Lucknow

ExperiencedOn-siteLucknow1500000 INR–3000000 INR/yr

Skills

Wealth ManagementMutual FundsPortfolio ManagementUltra HNIHNI AcquisitionHNI Client HandlingInvestment ProductsHNI

Job Description

A playing captain both manages a high-value portfolio of High-Net-Worth (HNI) and Ultra-HNI (UHNI) clients directly and leads, mentors, or anchors a small specialized team .

Key Responsibilities

Client Acquisition & Advisory: Direct engagement with HNI/UHNI clients to offer bespoke wealth management solutions and comprehensive financial planning.
Leading by Example: Managing a personal book of high-value assets under management (AUM) while setting performance benchmarks.
Product Execution: Leveraging open-architecture platforms covering Portfolio Management Services (PMS), Alternative Investment Funds (AIF), structured products, and mutual funds.
Team Mentorship: Guiding junior and mid-level relationship managers on sales strategies, client pitches, and portfolio reviews.