Vice President/Director - Client Relation/Private Wealth Manager - BFS - IIM/ISB/MDI/FMS

Director Client Relation / Private wealth Manager

Title: Vice President - Director, Client Relations

Function: Sales

Reports to: Regional Director

Location: Chennai, Bangalore

Qualification: MBA/ PGDM from Tier 1 B-school

Work Experience (highlight) : 12+ years of experience in Wealth firms with Private banking exposure

Core Purpose of the Role :

Client Engagement :

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Partner with clients on on-going basis to understand their business needs and objectives

- Enhancement of portfolio size and wallet share of existing clients with strict adherence to compliance

- Effectively communicate the organizations value proposition with prospects

- Provide regular value-added engagement to client

Generating Revenue and Business Development :

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client

Talent Attribute :

- Good team management, relationship building and management skill

- Excellent communication and presentation skills

- Self-Motivated

- Excellent Communication and influencing skills

- Aggressive