Senior Vice President - HNI/Ultra HNI - NBFC

Job description

- Identification of customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients.

- Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.

- Maintaining client relationships and generate AUM from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.

- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales

- Training and ensuring seamless induction of newly joined team members and managing attrition within the team.

- Responsible for achieving targets based on acquisition and revenue generation through equity.

- Building and managing a team of AM / RM's.

Skill sets required::

- Excellent written and oral communication skills.

- Strong Organizational Skills.

- Strong Communication and Interpersonal Skills

- 6+ years of experience in investment/financial services.

- Teamwork and Collaboration.