Team Leader/Assistant Vice President - Wealth Management - HNI/Ultra HNI Segment - Banking

1. Identifying HNI & Ultra HNI clients and on-boarding them with the company.

2. Responsible for wealth management through the process of Financial Planning.

3. Profiling Customers and provide customosed products to meet customer needs.

4. Effective co-ordination with HNI customers and operations for ease of servicing .

5. Regular customer engagement of mapped clients and updating new products

6. Acquisition of new clients and managing the existing base.

7. Knowledge of Mutual Funds, Insurance (LI & GI), PMS, FD, Bonds in all clients- portfolios and to Identify opportunities to cross-sell.

Additionally :

For (Team Leader) :

- Must have managed team size of atleast 4 members with collective AUM of more than INR 50 crs.

For (Team member) :

- Must have managed collective Assets under Advisory size of Rs.5 cr and above With more than 30 active clients .

Salary range : negotiable