Wealth Management
2 days ago
About Company
One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.
Private Wealth - Head / Lead / TL /AVP / VP
Experience - 10 to 25+ yrs
Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur
Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
Expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.
PRE-REQUISITES: -
Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.
Overall experience of around 10-20 years in the desired role with team management experience of min 3-4 years.
Should have own set of Client relationships and AUM and also the team client relationships.
Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.
Planning and achieving self and team sales targets through the defined Wealth Management products.
Responsible for acquiring Preferred clients (HNI/Ultra HNI)
Maintaining client relationships and generate AUM from Preferred clients.
Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio
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