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05/01 Bhumika
Managing Partner at Kairos Consulting India

Views:717 Applications:202 Rec. Actions:Recruiter Actions:186

Wealth Manager/Senior Wealth Manager (4-10 yrs)

Delhi NCR Job Code: 879002

The incumbent would be responsible for :

- Create and operationalise the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities

- Build the relationships with UHNI customers, their family and business entities

- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers

- Provide inputs to the product and research team for any new products that the customer requires

- Achieve the business plans and goals across AUM build up, revenue, profitability, new acquisition and any other specific metrics

Key Relationships:


- Customer, Family, Business entity & the key functionaries in the entity

- Third Party Product & Service Providers


- All stakeholders i.e. Service team, Operations, IT, Wealth Specialists, Research, Product

- Key stakeholders in other business departments and subsidiaries

Competencies Required:

- Stability and experience from a reputed bank/ NBFC/ Wealth Firms

- Should be having a history of consistent revenue delivery in third party products ( Mutual Funds / PMS/ Insurance / Alternates / Structures) Of minimum 5 lacs per month.

- Having good command over the business, English as a language and a pleasing personality.

- Knowledge of corporate banking products and services

- Strong verbal / written communication skills. Multiple languages would be an added advantage

- Strong sales mindset, business acumen

- High aptitude for client relationship management and business development

Nature of Relevant Work Experience Required:

Private Banking / Wealth Management experience in a Bank / Investment Advisory firm / Brokerage House / Boutique Wealth Management firm

Women-friendly workplace:

Maternity and Paternity Benefits

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