VP/SVP - Wealth Management - BFS

Company: Wealth Management vertical managing over 50,000 crores of assets under advice, part of India's most diversified and respected financial services group

Role: Relationship Management

Grade: VP / SVP

Location: Mumbai

Role:

1. Onboarding, Handling and Managing HNI/Ultra HNI clients.

2. Achieving Annual revenue, AUM & Strategic product targets in the respective geography.

3. Aiming for consistent growth of customer wallet share and book size.

4. Advising and meeting clients on their business and investment needs based on their risk appetite

5. Constantly reviewing client portfolios

6. Adhering to all regulatory, statutory, and corporate compliance standards.

Requirements:

1. 8+ yrs of experience in Wealth Management space

2. MBA / CA/ CFA preferred

3. Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

4. Good communication and presentation skills.