Job Description - Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role: - Providing financial solutions for high net worth clients by understanding their Goals, aspirations & Risk Review - Monitor financial market trends to ensure that client plans are responsive. - Must ensure the growth of AUM / Book Size - Responsible for achieving targets based on acquisition and revenue generation through investment products. - Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. - Sharing model portfolios with clients - Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. - Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements: - Strong HNI UHNI Client network and relationships Very Strong Client Acquisition Skills and should be able to move relationships along: - Exceptional communication skills - High on integrity - Passionate, Ambitious & perseverant, Entrepreneurial mindset - Relationship management skills, Collaborative approach and a team player Exp - 7 + years of relevant experience into Private wealth management with active Client Relationships & AUM Education - Graduate Post Graduate Any Stream, with MBA from Premier B schools preferred

Mumbai

Delhi NCR

Pune

Ahmedabad

Vadodara/Baroda

Gujarat

Vice President - Client Relations  - BFS 

Job Description for Vice President - Client Relations  - BFS  in Suche in  Mumbai Delhi NCR Pune Ahmedabad Vadodara/Baroda Gujarat for (7-15) years of experience. Apply Now!