Regional /Circle Head -Wealth - Chennai / Bangalore

2 weeks ago

Bengaluru Chennai, India Quotient Consultancy Full time ₹ 5,00,00,000 - ₹ 8,00,00,000 per year

Regional Head Wealth Management

CTC : 50 LKHS TO 80 LKHS

candidates only from Wealth Management Companies Only

Location : Chennai / Bangalore

Contact Person : Divya :WASSUP ONLY ,

PMS|AIF|Structure  products |Mutual funds |Life Insurance |

NCDs|Bonds|

Fixed  Deposits

Managing AUM book size of 1000 crore of HNI/UHNI clients.

Advising and guiding customer to Invest in various Mutual funds,

PMS/AIF and Structure products.

Cross selling Life Insurance and Fixed Income products Fixed

Deposits and NCDs and Bonds

Leading a team of 10 seasoned Wealth Managers.

Each Wealth Manager handling AUM of 100 crore to 500 crore

individually.

Selling unlisted shares with negotiation in OTC and at client front.

Acquisition of New HNI/UHNI and NR clients to enhance the AUM

Role & responsibilities

Preferred candidate profile

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