- Accountable for the performance of an individual's own client book. - Deliver Net New Cash, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix). - Generate a healthy pipeline of target market prospects and convert them into clients. - Grow client portfolio size by deepening existing customer relationships. - Implement an asset allocation in line with the client needs and model portfolios as benchmarks. - Deliver, monitor and review solutions to clients based on client investment profile and in consultation with central product & research team - Conduct periodic reviews of client accounts in accordance with established procedures. - Deliver profitable growth by controlling costs and mitigating operational losses. - Comply with applicable rules, regulations, and processes as defined by regulators/management Note : Its an individual role. Grade offered - Chief Mgr/ AVP/ VP/SVP

Anywhere in India/Multiple Locations

Bangalore

Chennai

Delhi NCR

Hyderabad

Mumbai

Pune

Specialist/Chief Manager/AVP/VP/SVP - Wealth Management - NBFC 

Specialist/Chief Manager/AVP/VP/SVP - Wealth Management - NBFC  ,Job Description for Specialist/Chief Manager/AVP/VP/SVP - Wealth Management - NBFC  in Sapphire Management Consultancy in  Anywhere in India/Multiple Locations Bangalore Chennai Delhi NCR Hyderabad Mumbai Pune for (5-30) years of experience. Apply Now!

Job Description for Specialist/Chief Manager/AVP/VP/SVP - Wealth Management - NBFC  in Sapphire Management Consultancy in  Anywhere in India/Multiple Locations Bangalore Chennai Delhi NCR Hyderabad Mumbai Pune for (5-30) years of experience. Apply Now!