Senior Wealth Management Leader
1 month ago
We are seeking a highly skilled and experienced Senior Wealth Management Leader to lead our wealth management activities in Pune and Mumbai. As a key member of our team, you will be responsible for driving revenue growth, establishing a strong brand presence, and delivering exceptional services to high net worth individuals and ultra high net worth clients.
Key Responsibilities:- Client Engagement and Relationship Management: Develop and maintain strong relationships with HNI and ultra HNI clients, providing tailored investment solutions and exceptional service delivery.
- Market Research and Analysis: Conduct thorough market research and analysis to inform investment decisions and enhance client portfolios.
- Financial Planning and Reporting: Develop personalized financial plans, prepare accurate financial reports, and deliver insightful investment summaries and performance matrices.
- Minimum 10 years of experience in wealth management
- Strong leadership and management skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
We are a leading financial services company with a strong presence in India. Our company offers a range of financial products and services, including consumer loans, wealth management, commercial finance, and infrastructure finance.
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