Senior Vice President - Relationship Management - Financial Services Firm

Senior Vice President - RM

Location : Mumbai

Job Description :

- Overall new AUM growth with key focus on PMS.

- Deepening & retention of old AUM

- Acquisition of new client families, managing current relationship

- Client relationship Management - Profiling, Financial Planning, on-boarding, Asset Allocation & product advisory, Portfolio Reviews and Client Servicing.

Experience :

- 10-15 years of financial services experience

- Should be a current role with a UHNI wealth management / Family Office / AMC (Direct Relationships - Equity) firm (with direct equities offering) with experience of handling UHNIs on equity advisory.

- Capability of handling families with an approx. AUM of (500 Crs to 1000 Crs)

Skills Required : Ability to source and onboard Ultra HNI families for Equity Products - 5 Cr +++