- A key component of this role is the ability to self-manage your client portfolio - Move current AUM - Build Revenue generating AUM which justifies your cost - Regularly acquire & meet current clients - Client Relationship Management: Maintain and grow a self-managed book of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Establish and nurture long-term, trust-based relationships with clients. - Business Growth: Identify and implement strategies to meet or exceed revenue targets. Drive business growth by cross-selling services and products, increasing assets under management (AUM), and ensuring retention of key clients. - Financial Planning & Advice: Offer tailored investment and wealth management advice to clients, aligned with their financial goals. Stay updated on market trends to provide informed recommendations. - Collaboration: Work closely with other departments (e.g., investment, credit, compliance) to deliver integrated and comprehensive solutions to clients. - Risk Management: Maintain an in-depth understanding of risk and compliance requirements. Ensure team adherence to relevant regulations and internal controls. Qualifications: - MBA Finance, CA, CFA or any relevant experience related to profession - Minimum of 8 + years of leadership experience in a private banking or wealth management environment with Bank or NBFC Wealth Management Platform

Pune

Mumbai

Chennai

Delhi NCR

Vice President - Private Wealth Relationship Manager - NBFC/Bank 

Job Description for Vice President - Private Wealth Relationship Manager - NBFC/Bank  in Suche in  Pune Mumbai Chennai Delhi NCR for (8-20) years of experience. Apply Now!