Senior Consultant at Elixir Web Solution
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AVP/VP - Wealth Management - HNI/UHNI (5-18 yrs)
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 :
Metier : IS
Business line : Wealth Management
Department : Wealth Management
Reports to : Senior RMs / Team Leader
Function/Position : Assistant VP/VP
Location : Delhi
Main Objective & Purpose :
- 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
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