Vice President/Director - Client Relations - BFS

- Points to keep in mind while sourcing

- Need to have atleast 250 CR + of wealth AUM (preferably self built)

- Experience between 12- 16 years in relevant wealth space

- Should have exposure to wealth advisory business

- Should hold a major pie of Annuity revenue in the revenue mix

- Aggressive on client acquisition.

- Client Engagement

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Partner with clients on on-going basis to understand their business needs and objectives

- Enhancement of portfolio size and wallet share of existing clients with strict adherence to compliance

- Effectively communicate the organizations value proposition with prospects

- Provide regular value-added engagement to client

- Generating Revenue and Business Development

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client