Senior Vice President of Wealth Management

4 weeks ago


Chennai, India Banking and NBFC job Full time

Urgent Mandate: VP/SVP Wealth Management with well reputed NBFC Location: Chennai & Bengaluru, Local candidates preferred Only candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience. Candidates having experience in Operation, analytics, please do not apply for this role. CTC: Up to 85 LPA Both team handling & individual contributor roles are available. Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables - Execute cluster business plans for the Wealth Management segment to drive - sales in the Chennai & Bengaluru region - Continuously improve the sales effectiveness - Motivate and direct the sales team - Distinguish the company vis a vis competitor - Engage in brand building exercises by focussing on the research based strength of the company Role Requirements - Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI - Experience: 10+ Years in Sales - Domain Knowledge: - IT Skills: 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. Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.


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