Executive Director of Client Development

2 days ago

Vadodara, Gujarat, India beBeeInvestment Full time ₹ 4,50,00,000 - ₹ 6,50,00,000
Senior Vice President of Wealth Management Job Description

We are seeking an experienced Senior Vice President to join our wealth management team. This individual will be responsible for directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.

This is an individual role (not team management), requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities:

  • Client Acquisition & Relationship Management
    • Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
    • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
    • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
  • Wealth Advisory & Solutions
    • Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
    • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
    • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
  • Business Growth & Revenue Generation
    • Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the NBFC's wealth management and third-party product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management
    • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
    • Maintain transparent, ethical, and client-centric practices.
    • Minimize operational and investment risks by adhering to company policies and compliance standards.

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