Regional Head - Wealth Management - BFSI

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

1. Basic Role Information:

Years of Experience: 10 years & above Educational Qualifications: Bcom/ MBA/ CA/ CFA

Management Level: AVP/VP/SVP/AD Total number of employees supervised Depends on experience

2. Core Responsibilities:

- Responsible for his team to acquire, manage and advise 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, risk apetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients 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 an AUC of 1 cr per month

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