Senior Business Manager

6 days ago

Tiruppur, Tamil Nadu, India beBeeWealth Full time ₹ 60,00,000 - ₹ 65,00,000

Job Title: Senior Vice President - Wealth Management

About the Role:

This is an individual role that requires 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 High-Net-Worth (HNI) and Ultra-High-Net-Worth (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.
    Desired Candidate Profile:
    • Post Graduate/MBA/CA/CFA preferred.
    • 12–18 years of experience in Wealth Management/Private Banking with a reputed Bank, NBFC, or Wealth Advisory firm.
    • Proven individual contributor track record of managing HNI/UHNI client portfolios.
    • Strong understanding of capital markets, investment products, and wealth planning solutions.
    • Established network of HNI/UHNI clients in Bangalore and surrounding regions.
    • Excellent communication, relationship-building, and advisory skills.
    • High integrity with a client-first mindset.
    Key Skills Required:
    • HNI/UHNI Client Acquisition & Retention
    • Investment & Wealth Advisory Expertise
    • Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
    • Business Development & Revenue Orientation
    • Compliance & Risk Awareness

Main Responsibilities Include:

  • Develop and maintain complex client relationships.
  • Analyzing and advising on various investment options.
  • Strategically driving business growth and revenue generation.

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