Considering AwealthZ's premium positioning, the role should be measured primarily on AUM mobilization, revenue generation, and acquisition of quality HNI clients, rather than only the number of accounts. KRA & KPI KRA Weightage Annual KPI / Target HNI Client Acquisition 30% Acquire 36 new HNI clients annually (3/month) AUM Mobilization 30% ₹72 Crore fresh AUM annually (₹18 Cr/Quarter) Revenue Generation 15% ₹1.0–1.50 Crore annual gross revenue Client Relationship & Retention 10% 95%+ client retention and portfolio reviews for all key clients Cross-selling 10% Minimum 3 products per HNI client (Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products, etc.) Referral & Network Development 5% Generate 12 qualified HNI referrals annually Monthly Business Targets Parameter Monthly Target Qualified Prospect Meetings 15 Portfolio Review Meetings 10 New HNI Clients 5 Fresh AUM ₹6 Crore Revenue ₹5–10 Lakhs Referral Meetings 5 Client Events Hosted 1 Premium Event / Quarter KPI Scorecard KPI Weightage AUM Achievement 35% Revenue Achievement 20% New HNI Acquisition 20% Client Retention 10% Activity Score (Meetings & Reviews) 5% Cross-selling 5% CRM, Compliance & MIS 5% Client Segment Focus • Business Owners & Entrepreneurs • Doctors & Healthcare Professionals • Chartered Accountants • Lawyers • Industrialists • Senior Corporate Executives (CXOs) • NRIs • Family Offices • Trusts • Professionals with investible surplus of ₹1 crore+ Ideal Candidate Profile • Experience: 5–10 years in Wealth Management / Private Banking / Financial Advisory. • Existing HNI network in Jaipur/ Indore. • Experience in Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products and Wealth Planning. • MBA (Finance/Marketing) preferred. • NISM certifications; CFP/CFA preferred. • Strong consultative selling and relationship management skills. Recommended Compensation Structure Component Annual Amount Fixed CTC ₹7.5–10 Lakhs Quarterly Performance Incentive ₹2–4 Lakhs Annual Leadership Bonus ₹2–4 Lakhs Maximum Annual Earning ₹17.5–30 Lakhs Employee Benefits • Fuel reimbursement • Mobile and internet reimbursement • Laptop • Health insurance • Client entertainment allowance • Domestic & international performance trips • Executive leadership development programs • Long-term wealth creation incentive (profit-sharing/ESOP, if introduced)