Vice President

6 days ago

Ahmedabad Bengaluru Pune, India WOW Softech Full time ₹ 15,00,000 - ₹ 25,00,000 per year

The Playing Captain role in Private Banking combines leadership and client coverage responsibilities. The individual will lead, mentor, and manage a team of Relationship Managers, while also maintaining and growing their own book of Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This dual responsibility ensures the leader remains actively engaged in business development, client servicing, and revenue generation while setting an example for the team.

Key Responsibilities:

  • Lead a team of Relationship Managers, providing strategic direction, coaching, and performance management.
  • Drive the teams overall revenue, client acquisition, and asset under management (AUM) targets.
  • Foster a culture of collaboration, compliance, and customer-centricity.
  • Recruit, develop, and retain top private banking talent.
  • Conduct regular performance reviews and support capability building through training and mentoring.

Client Coverage (Playing Role):

  • Personally manage a portfolio of UHNW/HNW clients, delivering comprehensive wealth management solutions.
  • Originate, acquire, and grow new client relationships through referrals, networks, and partnerships.
  • Provide investment advisory, estate planning, lending, and bespoke solutions aligned with clients' goals.
  • Maintain high levels of client satisfaction, ensuring long-term retention and trust.

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