Senior Manager - Wealth Relationship - BFS

Senior Wealth Relationship Manager

- Handling Team of Wealth Managers

- Acquiring and increasing wallet share of HNI and UHNI clients

- Managing P&L for the team and meeting Revenue targets

- Maintain existing mapped AUM threshold across products.

- Penetration across all Asset &Wealth classes and other products pertaining to them.

- Managing a AUM of 50cr and Above.

- Advising clients on Firms view basis Internal Research Reports and conducting regular portfolio reviews to reassess and realign portfolios basis client goals and risk appetite.

- Business development product drive - Wealth - MF Bond PMS LAS LAP Equity insurance

- Proven expertise in portfolio management of HNIs/UHNI, asset allocation, team management & business development with focus on operations and maintaining service delivery.

- Excellent in managing sales and processes with focus on top-line & bottom-line performance.

- Resourceful in interacting with high net-worth clients for understanding their requirements & suggesting viable solutions as well as cultivating long term customer relations.

- Demonstrated excellence in setting up and rolling out successful start-up initiatives.

- Advising CEO and CFO level executives.