Senior Vice President of Wealth Management

4 days ago

Chennai, India Banking and NBFC job Full time

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 - 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)

  • Assistant Vice President Marketing

    2 weeks ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC)Location: ChennaiExperience: 10 - 12 yearsFunction: MarketingRole Overview:We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both strategic...

  • Assistant Vice President Marketing

    1 week ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC)Location: ChennaiExperience: 10 - 12 yearsFunction: MarketingRole Overview:We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both strategic vision...

  • Assistant Vice President Marketing

    2 weeks ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC)Location: ChennaiExperience: 10 - 12 yearsFunction: MarketingRole Overview:We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both strategic vision...

  • Assistant vice president marketing

    2 weeks ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC) Location: Chennai Experience: 10 - 12 years Function: Marketing Role Overview: We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both...

  • Assistant Vice President Marketing

    1 week ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC) Location: Chennai Experience: 10 - 12 years Function: Marketing Role Overview: We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both strategic...

  • Assistant Vice President Marketing

    1 week ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC) Location: Chennai Experience: 10 - 12 years Function: Marketing Role Overview: We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both strategic...

  • Assistant Vice President Marketing

    1 day ago

    Chennai, Tamil Nadu, India Intellect Design Arena Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC)Location:ChennaiExperience: yearsFunction:MarketingRole Overview:We are seeking an accomplishedAssociate Vice President – Marketingto lead the global strategy for ourWealth, Capital Markets, and GRC portfoliosand report into the CMO. This role demands both strategic vision and execution...

  • Assistant Vice President Marketing

    2 weeks ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC) Location: Chennai Experience: 10 - 12 years Function: Marketing Role Overview: We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both...

  • Assistant Vice President Marketing

    2 weeks ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC) Location: Chennai Experience: 10 - 12 years Function: Marketing Role Overview: We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both...

  • Apply Now! Assistant Vice President Marketing

    2 weeks ago

    Chennai, India Intellect Design Arena Ltd Full time

    Associate Vice President – Marketing (Wealth, Capital Markets & GRC) Location: Chennai Experience: 10 - 12 years Function: Marketing Role Overview: We are seeking an accomplished Associate Vice President – Marketing to lead the global strategy for our Wealth, Capital Markets, and GRC portfolios and report into the CMO. This role demands both strategic...