Regional Head - Elite Wealth Management

Role :

- The person in this role will be the front face of the organization, contributing to the top line by developing advisory relationships by proactively acquiring HNI clients and providing them with integrated financial services.

Responsibilities :

- Responsible for his team for acquiring, managing, and advising HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products, and Broking.

- Developing new product ideas to improve revenue generation

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, and risk appetite of the client to create and manage a long-term Asset Allocation plan

- Identify and execute new business opportunities with existing clients

- Handle the client's investment portfolio, providing financial research, accurate information, and tailor-made financial solutions

- Motivating team to achieve defined targets and retention of current manpower

- Initial Handholding to RMs, and Joint calls on High-Value prospects/converted clients

- Generating yearly AUC of 20 cr

- Self Target - Generating a minimum of 1x revenue per month

Skills & Experience :

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income

- Should be relationship oriented with good inter-personal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing a portfolio of HNI Clients

- MBA, CA, CFA, NISM V-A