Account Director - Private Wealth Management  Company - Leading Financial Services  Division / Department : Private Wealth Management  Location : Mumbai, Delhi, Bangalore, Chennai  JOB PURPOSE  Candidate would be responsible for developing and sustaining 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.  PRINCIPAL ACCOUNTABILITIES  - Prospecting & acquiring new UHNI clients.  - Understanding the client's Risk profile & financial goals. Introducing the private Wealth Proposition of the Company.  - Preparing an investment plan in consultation with the central Product team and suggest an appropriate asset allocation plan.  - Present the detailed plan to clients, educate & help the client take an informed decision.  - Execute the investment plan in consultation with the client.  - Monitoring & reporting the performance of the portfolio of the client regularly.  - Products being offered by the client are across asset classes - e.g. Mutual Funds, Direct Equity platform, Bonds, Corporate Deposits, Structured Products, Portfolio Management Service (PMS), Private Equity, Real Estate, and Alternate Assets & Estate Planning solutions etc.  Financial Dimensions  Should be managing AUM of at least 100 Crores. Candidate should be able to meet the productivity norms as specified from time to time.  Educational Qualifications and Experience  - Post Graduate Diploma in Business Management / MBA  Years of Experience  - Minimum 8 yrs. of relevant experience in Private wealth/ private banking industry.  Baiju Balan.  ANTAL International, India.  +91 8108105602

Delhi NCR

Mumbai

Bangalore

Chennai

Account Director - Private Wealth Management - UHNI - Financial Services 

Job Description for Account Director - Private Wealth Management - UHNI - Financial Services  in Saimedha Technologies Private Limited in  Delhi NCR Mumbai Bangalore Chennai for (8-18) years of experience. Apply Now!