Vice President - Wealth Management/Investor Relations & Portfolio Management

VP - Wealth Management, Investor Relations and Portfolio Management

Roles & Responsibility :

- Reputed Media Conglomerate is looking for Vice President - Wealth Management, Investor Relation and Portfolio Management.

- Should have worked in reputed Fun Management Company with overall knowledge and experience of 10-15 years in Wealth/ Portfolio/ Fund Management/ Investor Relationship.

- Assists in developing short and long product-level strategies to ensure delivery of the financial plan

- Responsible for field execution of credit initiatives and achievement of credit goals and objectives

- Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives that will meet the guidelines established by the Partner and Partner Management teams

- Analyze weekly and monthly sales reports, understand field performance, and implement action plans to ensure sales objectives are achieved

- Collect and communicate market intelligence around best practices, client feedback and market competition in assigned geography and vertical

- Assist in development and implementation of a field intelligence system for prompt reporting of competitive activity, to include Relationship Management platform and analytics

- Develop and maintain relationships with internal and Retail Partners, respond in a timely manner to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts

- Develop and manage cost center budgets and expenses

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

- Compensation is negotiable based on experience and qualifications.

- Ideal age around 40 years