Senior Manager/AVP - Private Wealth - BFSI

Senior manager PW / AVP PW

Business-Private Wealth

Department PCG within Private Wealth

Location Mumbai

Education Qualification Required (Please mention in detail) Graduate preferably with MBA / CA / CFA

Additional Certifications-Should have passed NISM Equity and derivative module

Expected - Relevant Years of Experience: 6 Years and above. There should not be major job changes during this period.

Reports to:Head PCG

Key Role Responsibilities

Responsible for acquiring and servicing clients for PCG desk (Ultra HNIs, Professional Investors, PMS Firms, Family Offices, corporates, trusts, banks and Prop Funds having AUM of Rs. 50 Crore and above)

Drive business growth by focusing on client acquisition as well as cross-selling among existing client base.

Increasing the client base through effective migration of existing clients and acquisition of new clients

End to End - Client Relationship Management - advising as per risk profile of the client.

Thorough knowledge of all capital market products for HNIs, with a proven capability of working with the clients to service their needs.

Criteria:

Individual role/Target and not a team role.

This is client acquisition and advisory role.

Candidate should be a stable candidate and not too many changes in his CV

He has to bring his own book and convert client on Ambit board (Ambit may help in start for sometime).

Last 3 years performance rating

Last years Revenue (Minimum 2 to 3 X)

How many no. of clients he has. We are catering to HNI & Ultra HNI Clients. How many HNI & Ultra HNI clients he has.

How many are active clients.

Whats the AUM.

Ambit is into Offline trading and not online trading.

Is he selling wealth product or knowledge of wealth product.

Benefit to join Ambit.

- We are small in numbers but each RM are Enterpreneur(They have their own cliental network and good no. of client and managing their own clients)

- He can do a cross selling of other products which Ambit has like - Mutual fund, PMS product, NBFC related loans, Promotor funding, Equity liquidation of Promoter, Institutional equity related deals, Investment banking deals.

- He will also get lead from internal cross business team by networking with them.

Ravi Suryawanshi
ProGrace HR Services
M-9867303334