This person need to lead a team of RMs who are responsible for advising / managing Ultra HNI clients &amp; thereby achieving the target active AUM. Responsibilities:&nbsp; - Build, train, mentor and motivate a growing team. - To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options - To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio - To achieve healthy revenues without compromising on clients profitability - To have clear focus on client mining - To conduct regular Client Meetings &amp; update the same in the meeting tracker - To attain maximum reach of investment ideas/stock calls initiated - To assist in new client acquisition, building new relationships and increasing depth in existing relationships - Keep abreast of the market news, financial trends and current affairs - To attend post result concalls, analyst meets for improved client servicing - Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS &amp; Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on. - Provide regular updates to the immediate superior as and when required. Graduate + MBA (Finance) - Minimum of 6 to 8 years of experience with 2 - 4 yrs exp in managing Ultra HNI clients. - Must have good existing HNI / Ultra HNI client relationships in the market. Functional Competencies :&nbsp; - Proficiency in economics, accounting, financial statements and/or statistics - Understanding of financial risk management strategies - Knowledge of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on. Behavioral Competencies :&nbsp; - Exceptional leadership qualities to build and manage business relationships at all levels (internal + external) - Ability to train, mentor and motivate a growing team - Excellent interpersonal, communication &amp; presentation skills. - Must possess strong networking &amp; relationship building skills - Must be a self-starter, high energy, positive attitude, proactive passionate &amp; target oriented. - Ability to cope with fast-paced and pressured work. - Attention to detail + strong analytical mind - ability to notice patterns within statistics. - Willing to seize initiatives and opportunities - Possess mature negotiation and commercial skills. - Look for candidates with very strong understanding of Capital markets and Equity Fundamentals and managing clients of 50 Lacs + . Candidate must be managing minimum Rs.400 Crore Book and must be confident of bringing his clients / Book to our company. Must have experience in leading a team.

Mumbai

Team Lead - HNI/Ultra HNI Advisory - Banking 

Team Lead - HNI/Ultra HNI Advisory - Banking  ,Job Description for Team Lead - HNI/Ultra HNI Advisory - Banking  in Armour Corporate Services in  Mumbai for (7-10) years of experience. Apply Now!

Job Description for Team Lead - HNI/Ultra HNI Advisory - Banking  in Armour Corporate Services in  Mumbai for (7-10) years of experience. Apply Now!