Senior Vice President of Wealth Management

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :

Wealth Relationship Manager

Grade : VP / SVP

Location : Bengaluru

Individual & Playing Captain Role both profiles are available

Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having own book, managing U / HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.

CTC : Open up to 75 LPA

Job Purpose

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI / UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables

Critical

Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

Monitor financial market trends to ensure that client plans are responsive.

Must ensure the growth of AUM / Book Size

Responsible for achieving targets based on acquisition and revenue generation through investment products.

Responsible for business development through acquisition of high net-worth clients.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Routine

Analyse client portfolios and make necessary suggestions.

Recommend financial products.

Responsible for identifying customer needs and assessing their risk appetite

Provide regular updates to the immediate superior as and when required

Create and enforce plans that will help meet the needs of the customer.

Role Requirements

Educational Qualifications : Graduation / Post Graduation in any discipline

Experience : 5+ Years of Wealth Management experience in the industry / Must be from Wealth Platform or banking background.

Domain Knowledge : Understanding of market pulse, knowledge on investment products, understanding of wealth platform

IT Skills : MS Office / MS Excel / AMFI / IRDA (Certification)

Skills Required

Ms Excel, Wealth Management, investment products, Ms Office