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07/05 Brijbala
Senior Consultant at Elixir Web Solution

Views:1738 Applications:89 Rec. Actions:Recruiter Actions:9

AVP/VP/Sr VP - RM - Wealth Management (10-15 yrs)

Delhi/NCR Job Code: 143125

We have urgent position with our reputed client who have good amount of experience working with banks and dealing with Ultra HNI clients.

JOB DESCRIPTION

Name of Job Holder:

Metier: IS

Businessline: Wealth Management

Dept: Wealth Management

Reports to: Senior RMs / Team Leader

Supervises:

Function/Position: Assistant VP/ Associate VP/ VP/ Sr VP

Location: Delhi

MAIN OBJECTIVES & PURPOSE:

Position Objective:

- Responsible for business development and relationship management of wealth management clients. Typically manage high net worth individuals with investment above USD 3 million.

Roles and responsibilities:

Business Development And Relationship Management:

- Build a business plan, formulate strategies for building/acquiring clients

- Aggressive and focused prospection

- Take complete responsibility for all relationships migrated if any.

- To act as an effective back up to the team leaders/senior RMs for their respective clients

- Assist Senior RMs in transaction execution. Active co-ordination with back office & operations

Performance Parameters for the Role:

- Revenue, Assets & No of New Clients/ New Cash Targets. Team Management Rating

CONTACT POINTS & INTERACTIONS:

Internal:

- Operations, Compliance, Credit, Advisory, Marketing, HR

External:

- Clients, Prospects, Referral Agents, Key Influencers

KEY COMPETENCIES REQUIRED:

Technical:

- Product Knowledge, External Regulatory framework and Internal Guidelines, Contacts with HNW customers

Behavioral:

- Marketing & Selling, Leadership & Mentoring Skills Communication, Presentation, Interpersonal Skill, Networking, Organisation & Work control, managerial skills & delegation, Problem Solving and Decision Making

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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