Regional Head - Wealth - HNI Segment

Roles & Responsibilities:

- Developing new product ideas to improve revenue generation

- Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, AlFs, Equity, Mutual Funds, PMS, Bonds, Structured Products and Broking

- Generate leads and develop prospects, network to identify referrals to new clients

- Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends

- Update self-regarding all schemes, products and solutions by regularly attending trainings

- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan

- To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

- Motivating team to achieve defined targets and retention of current manpower

- Periodic training sessions for the RMs/Clients on investments strategy, new processes and product views

- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

Desired Candidate Profile:

- Should be relationship oriented with good inter-personal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of HNI Clients

- MBA, CA, CFA, NISM V-A

- 12+years of experience

Location : Ahmedabad