by teamrecAVP/ Vice President – Client Relations (Wealth Management)
Location: One Professional for each location… Bangalore / Chennai / Delhi / Kolkata / Mumbai
About the Client:
Our client is the Wealth Management arm of a leading Financial Services Group, a boutique Wealth Management and multi-family office firm which provides a client-centric advisory platform and bespoke wealth solutions. Founded in 2010, we have been servicing clients for their wealth management requirements. Our expertise is built on the foundation of the multi-decade experience of our Founders and Senior Management in the Financial Markets.
Currently, with a team of 60+ dedicated Wealth Management professionals across all service areas we are servicing INR 10K Crores of Client Assets of 400+ families including Business Promoters, Corporate and Business Leaders.
Core Purpose of the Role:
Client Engagement
- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs
- Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance
- Partner with customers to understand their business needs and objectives
- Effectively communicate the organizations value proposition through proposals and presentations
- Provide regular value-added engagement with client
Generating Revenue and Business Development
- Drive and Monitor Revenue and Volume Targets
- Ensure optimal Product Penetration including fee based advisory
- Monitor and drive consistent business with Clients
- Maintain the Market Mapping for each client
- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.
- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client
Work Experience:
- 8-15 years of experience in financial markets, with exposure in Wealth boutiques/ Private Banking
Qualifications: MBA/ PGDM
Salary: INR 25 – 35 Lacs pa.
NOTE: Interested professionals can email their profiles with salary details to: abhay@teamrecruiter.in
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