AVP/VP - Relationship Manager - Wealth Management - HNI

Institutional or Corporate Role (Can be discussed across the table)

Company Profile: CONFIDENTIAL

One of India's leading providers of research-backed open architecture advisory led wealth management services and solutions. an integral part of the broader Capital Markets business in wealth management know-how, risk management methodologies and framework and innovative investment solutions, is based on global best practices.

Key value proposition of - Simplified Wealth Solutions- for its clients rests on three core pillars comprising of knowledge led people, best practice processes and world class investment solutions. The business prides in its ability to break down a world of investment complexities into a world of investment simplicities to help clients achieve their personal financial goal.

About the role

Key Deliverables of the Role:

- The key deliverable for the organization this year is increased AUM's and New To Organisation clients (NTO)

- Hence the key objective of the Relationship Manager would be to acquire qualified NTO's with minimum wallet share of 25L which should deepen to 1cr plus over the year

- Another key objective of the Relationship Manager would be to deepen existing relationships

- Formulate plans to acquire new HNI customers for increasing customer base of the portfolio.

- Providing seamless and superior service delivery

- Ensuring compliance with key regulatory requirements

Desired Candidate Profile:

- Experience of acquiring HNI client relationships and deepening AUM with existing clients as a part of Wealth management division of banks/boutique wealth management firm, Part of PCG desk of securities firms, NBFC firms

- Must be an individual revenue writer in current role; must have prior experience in generating leads and acquiring business from HNIs - should have strong relationships with most of his HNI clients for a minimum period of 2 years

Salary Bracket:

Based on internal fitment, salary bracket for this role is between 20.00 lakhs - 30.00 lakhs.P.A & Above

Incentive Scheme:

- Incentive scheme which is revenue linked, Payout for the same is on quarterly basis

- AUM based bonus plan

- Lower revenue target in first year

We required following details from your side is must with the updated resume to proceed to the respective head to line up the interview

- Your Current CTC (Salary you drawn per annam + Variable etc) -

- Salary Expectation's -

- Notice Period -

- Any Reason for Change -

- Ready to relocation - Yes / No & Your Preference ( If Any Please Mention )

Please feel free to call us or drop us a detail email, will revert you with all your queries at the earliest

Kindly acknowledge the receipt.

Rajesh Pawar | Executive Director | Career Management Services (CMS)
Mobile: +91. 0.922 340 6463 | 0.808 783 2525
- we- re living in a relationship economy and the connections, we make and the network we maintain that will ultimately lead to our success-