Senior Wealth Management Executive

7 days ago


Ahmedabad, Gujarat, India Wealth Management Full time

Wealth Management is seeking a highly experienced Senior Wealth Management Executive to lead our Mumbai Cluster. This is an exciting opportunity for a professional with a strong background in wealth management to drive sales growth and expand our client base.

The ideal candidate will have a minimum of 5 years of experience in wealth management, preferably from a banking or wealth platform background. A graduation degree in any stream or an MBA in Marketing is required. Additionally, the candidate should possess AMFI certification and have at least 10 years of sales experience.

As a Senior Wealth Management Executive, you will be responsible for executing cluster business plans to drive sales growth in the Mumbai region. Your key objectives will include continuously improving sales effectiveness, motivating and directing the sales team, and distinguishing the company vis-a-vis competitors.

To achieve these objectives, you will engage in brand building exercises by focusing on research-based strengths of the company. You will also need to ensure the growth of Assets Under Management (AUM) or book size.

The estimated salary for this role is ₹3,500,000 per annum, based on industry standards and location.

This role offers a challenging and rewarding career opportunity for a skilled professional who wants to make a significant impact in the wealth management industry.



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