TEAM HEAD WEALTH MANAGEMENT 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

Bangalore

Team Head - Wealth Management - HNI/UHNI Segment - Banking 

Team Head - Wealth Management - HNI/UHNI Segment - Banking  ,Job Description for Team Head - Wealth Management - HNI/UHNI Segment - Banking  in The Recruiters in  Bangalore for (10-25) years of experience. Apply Now!

Job Description for Team Head - Wealth Management - HNI/UHNI Segment - Banking  in The Recruiters in  Bangalore for (10-25) years of experience. Apply Now!