Vice President - Wealth Management - Broking

Designation: VP - Wealth Management

Role Category: Senior Management, Reporting to the directors

Experience: Minimum Experience of 5-7 Years in Broking industry

Location: Delhi or Mumbai

Job description:

- Acquiring and advising clients on Mutual funds, PMS, Structure, Debt, insurance and brokerages services

- Managing Wealth management business

- Revenue generation using existing branches and sub broker channels.

- Setting up own wealth management team across cities where we have company owned branches and other prospective areas.

- Coordinate and collaborate with vendors and product team to create efficient and high yield product basket

- The profile would be reporting to the directors

- Collaborating with research team to ensure high value research advisory to wealth client

- The profile will be completely responsible for overall P&L of the wealth vertical

- Setting up regional team to grow business across India

Core Responsibilities :

- Must be able to handle a team of 15 - 20 Managers- / AM / RMs.

- The Head will be responsible for acquiring preferred clients (HNI/Ultra HNI).

- Maintaining client relationships and generate AUM from preferred clients.

- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients-

- Track the HNI/Ultra HNI segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.