?	Managing 220 HNI client. Total Portfolio value (AUM)  85 Crore.
?	Acquiring, nurturing, growing and strengthening relationship within the Affluent and HNI segment of customers in order to meet business objectives.
?	 Cross selling a range of Investment products to these customers in order to meet their financial planning objectives and thus attaining the revenue objectives of the Wealth Management business.
?	 Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management (AUM) of customers as per the business objectives.
?	 Managing portfolios of wealth customers and giving options on the investment products such as Mutual Funds, PMS, Private Equity, and Structural Products according to the best fit of their requirements.
?	 Identifying new potential wealth customers through references of the existing clients and other legitimate data sources.
?	 Provide complete and comprehensive information on products, services, charges, etc. proactively to the customer and ensure best services are provided to them.
?	 Ensure that KYC/AML and other compliance norms are strictly adhered to.