Relationship Manager - Private Wealth - NBFC

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP

Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh

Mode: In-Office

CTC: Best in Industry

Experience: 8-25 Years in Wealth Management

- Note: Own Book Size is a must

Must have experience in Direct Sales of Wealth products

(Investment products-MF/PMS/AIF)

Job description :

- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

- Revenue Generation

- Build AUA

- Financial Planning (FP) and Portfolio Services

- Execution of transactions post FP and on periodical basis

- Manage Private Wealth, PMS and AIF fund related queries

- Ensure delivery of various MIS reports as per requirements

- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

- Ensure discipline of asset allocation

- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

- Continuous learning, to be better equipped than our competitors

- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

Are you a seasoned Private Wealth expert with strong client relationships, a proven revenue track record, and a passion for portfolio advisory?