Head of Wealth Advisory

Urgent Mandate : VP / SVP Wealth Management with well reputed NBFC

Location : Chennai & Bengaluru, Local candidates preferred

Only candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience.

Candidates having experience in Operation, analytics, please do not apply for this role.

CTC : Up to 85 LPA

Both team handling & individual contributor roles are available.

Job Purpose

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them, also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC

Key Deliverables

• Execute cluster business plans for the Wealth Management segment to drive
• sales in the Chennai & Bengaluru region
• Continuously improve the sales effectiveness
• Motivate and direct the sales team
• Distinguish the company vis a vis competitor
• Engage in brand building exercises by focussing on the research based strength of the company

Role Requirements

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.

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