Private Wealth Manager - Bank

Urgent opening with a leading MNC Company for Private Wealth Manager (Multiple Levels)

About the Private Wealth Manager

Role : IC

Exp: 5+ yrs

Salary: negotiable

Work Location: Chennai

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 High Networth Individuals (HNI) client relationships and deepening Asset Under Management (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

- Should be handling clients with ticket size of INR 25 lacs +

- Should be managing a current book size / AUM of atleast 80 cr.

If Interested , please sdhare your updated profile along with all furnished data to deepa@skills4job.com

Direct: 040-40128057