Account Director - Private Wealth Management - Bank

1. JOB PURPOSE (Briefly describe the general purpose of the position or its significance from the organisation's point of view and how it contributes to the overall mission/objective of the organization).

Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients & management. Candidate should comply with applicable rules, regulations and processes as defined by regulators / management.

2. PRINCIPAL ACCOUNTABILITY (List the responsibilities/duties associated with the job)

Customer Advisory and Relationship Management: Candidates should be able to advice clients based on their goals / needs through financial planning, asset allocation and identifying right products to meet their requirement.

Acquisition of New Clients :

Candidate apart from bringing significant client relationship & AUM should also source new customers through individual efforts.

Processes and Products understanding and compliance - Candidate apart from having good product knowledge should also understand posses macro economic developments which will enable him/them to suggest appropriate strategy to his/their customers.

3. DIMENSIONS (List the significant numerical data which will reflect the scope and scale of activities concerning this job).

Financial Dimensions (These should be quantifiable numerical amounts like annual budgets, project costs, annual revenue, purchase value etc.).

30 families with AUM of at least 150 Crs . Candidate should be able to meet the productivity norms as specified from time to time.