Wealth Manager

3 days ago

Delhi, India Talent Leads HR Solutions Pvt Ltd Full time

AVP - Institutional Sales


Business Unit: Institutional Sales


Principal Accountabilities:


This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.

You Will Be Responsible For:

  • Handling Family offices Clients
  • Liaising for wealth advisory for Family offices.
  • Responsible for developing, building, and managing existing/new relationships for improving the market share
  • Acquiring new set of clients in small, mid, and large segments to improve the overall AUM.

The Experience You Bring:

  • They should have existing relationship with key corporates, family offices, and distributors
  • The incumbent should be well entrenched in the market and well-versed with the competition
  • Should have 5-12 years of relevant experience in AMC or any other financial institution handling Institutional Clients.

Knowledge, Skills, Competencies

Knowledge

  • Must have relevant knowledge of Fixed Income & Equity Markets and should be able to gauge the impact of government and RBI policies on markets and mutual fund products and advise the clients accordingly.
  • Proactive, adaptable, and with strong communication & persuasion skills.
  • Good commercial acumen

Problem Solving

  • Works on assignments of diverse scope and complexity where initiative and independent judgement is required to formulate an appropriate course of action within and outside the context of established policies and procedures
  • Uses concepts and abilities and the Firm’s policies and procedures to solve a wide range of difficult problems in imaginative and practical ways

Leadership

  • May lead a small Team or act as a resource for colleagues with less experience
  • Leads projects with manageable risks and resource requirements


Influence and Partnership

  • Explains difficult or sensitive information
  • Works to build consensus
  • May provide process and subject matter advice at more senior levels

Preferred Industry Experience

Candidate with relevant experience in AMC or any other financial institution handling corporates and other institutional clients in the location


5-12 years of experience

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