L&T Financial Services - Account Director - Private Wealth Management

Locations: Mumbai, Pune, Bangalore, Delhi, Kolkata, Chennai, Hyderabad, Ludhiana & Chandigarh.

Division / Department - Private Wealth Management

1. JOB PURPOSE:

- Candidate would be responsible for developing and sustaining HNI / 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 :

- Customer Advisory and Relationship Management : Candidates should be able to advice clients based on their goals / needs through financial planning, asset allocation and identifying right products to meet their requirement.

Acquisition of New Clients -

- Candidate apart from bringing significant client relationship & AUM should also source new customers through individual efforts.

- Processes and Products understanding and compliance - Candidate apart from having good product knowledge should also understand macro economic developments which will enable him to suggest appropriate strategy to customers.

DIMENSIONS :

Financial Dimensions :

- 30 families with AUM of at least 150 Crs . Candidate should be able to meet the productivity norms as specified from time to time.

SKILLS AND KNOWLEDGE:

- Domain knowledge

- Communication skills

- Social Skills including conversation skills and etiquette

Educational Qualifications and Experience :

- Post Graduate Diploma in Business Management / MBA

- Minimum 6- 10 yrs of total experience in Private wealth/ private banking industry.