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 : Chennai

Individual & Playing Captain Role both profiles are available

Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). 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