Senior Manager - Wealth Management - Bank

Senior Manager Wealth

Senior Wealth Manager

Location: Gurgaon

Main Objective: Building Book of Distribution of Wealth Management products ; domestic as well as overseas (as permissible by LRS scheme) and achieve business targets as laid down and in accordance with the business.

Job Responsibilities:

- Acquire, migrate and establish new relationships with HNIs and Super-HNIs in Mumbai ; build trust and understanding with the target audience and generate more business through them

- Working on leads provided by Company for NRIs in UK and Dubai and conversion to business

- Awareness of competition and alternative products available in the market

- Review customer portfolios on a regular basis and provide accurate and timely reporting

- Coordinate with other providers to ensure that the needs of the investors are met

- Cross selling other services

- Building own team in 12 months horizon

Requirements:

- Post qualification experience of 5-6 years in Wealth Management / Private Banking / Consumer Banking on the Relationship side.

- MBA/CA/CFA preferred

- Excellent written, communication and presentation skills

- AMFI certified

- Managing AUM (wealth management products) of minimum INR 250 crores on own