07/09 Veni Rawal
Founder at Suche Consultants

Views:920 Applications:60 Rec. Actions:Recruiter Actions:19

Team Head - Wealth Management - HNI/UHNI Segment - Banking (10-25 yrs)

Bangalore Job Code: 740675


Location : Bangalore

- Lead a team of Private Wealth RMs into the acquisition and Financial Portfolio review of HNI/UHNI Clients with Average Relation Value of $ 1 Million and above

- Ideal Candidate must have Self Client Base and active AUM

- The ideal candidate can come along a team of RM

- Understand in detail clients investment needs & create a long term Asset Allocation plan.

- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

- Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

- Focus on revenue both personal and team targets and team profitability

- New Client development and acquisition

- Periodic review of target v/s actual achievement RM wise - Working closely with other team leaders to increase cross-sale within different geographies and within WAs to improve overall revenues.

- Developing Business through multiple products

- Differentiating our offerings in the market place by increasing self-knowledge to improve client impact.

- Deepening existing relationships and gaining more referrals - Developing new product ideas to improve revenue generation

- Employee Development

- Retention

- Knowledge Building

- Motivating Team

Women-friendly workplace:

Maternity and Paternity Benefits

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