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Description: The purpose of this role is to guide and motivate the team of Investment Counsellor for delivering target revenue and balance sheet growth from portfolio under management of banking & Insurance Primarily in Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Job Description: - Manage the investment portfolios of Top UHNI/HNI Clients - Increase the branch AUM by third party Investment Products. - Support and Hand hold the RMs for investment meetings and closures. - Maintain the investment MIS and reporting. - Help the Head of Wealth and Investments for Business MIS and Local Contests Designing & Promoting. - Coordinate with third Party AMCs team. .