Vice President Sales

3 weeks ago

Mumbai, India BTI Executive Search Full time

Looking for Relationship Managers Vice President or Senior Vice President

  • Overall new AUM growth (Equity). New Inflows in for PMS / AIF equity products of 100 Cr ++ per annum
  • Acquisition of new client families with a starting relationship size of 5 Cr+ PMS and AIF products
  • Client relationship Management- Portfolio Reviews for PMS and AIF

  • Adherence to internal systems processes

  • Minimum of years of financial services experience,

  • Preferred Graduate / post graduate degrees- Graduate + MBA/CFP/CFA, AMFI Certification
  • Should be in a current role with a UHNI wealth management / Family Office / AMC (Direct Relationships - Equity) firm (with direct equities offering) with experience of handling UHNIs on equity advisory.
  • Capability of handling (matured state client families with an approx. AUM of (500 Crs to 1000 Crs)

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