[29/10/2025] Senior Vice President of Wealth Management

4 weeks ago

Chennai, India Banking and NBFC job Full time

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly 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 LPAJob PurposeResponsible 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 Deliverables1. 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.1. 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)

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