AVP/VP/Sr VP - RM - Wealth Management

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