AVP/VP - Wealth Management - HNI/UHNI

We have urgent position with our reputed client who have good amount of experience working with banks and dealing with Ultra HNI clients.

Job Description :

Metier : IS

Business line : Wealth Management

Department : Wealth Management

Reports to : Senior RMs / Team Leader

Function/Position : Assistant VP/VP

Location : Delhi

Main Objective & Purpose :

Position Objective:

- Responsible for business development and relationship management of wealth management clients. Typically manage high net worth individuals with investment above USD 3 million.

Roles and responsibilities:

Business Development And Relationship Management:

- Build a business plan, formulate strategies for building/acquiring clients

- Aggressive and focused prospection

- Take complete responsibility for all relationships migrated if any.

- To act as an effective back up to the team leaders/senior RMs for their respective clients

- Assist Senior RMs in transaction execution. Active co-ordination with back office & operations

Performance Parameters for the Role:

- Revenue, Assets & No of New Clients/ New Cash Targets. Team Management Rating