Wealth Manager - BFSI (5-10 yrs)

Key Responsibilities :

- Establish and support various channels of customer outreach for the company, such as bank partnerships and achieve sales targets from these channels

- Advise and build a book through multiple investment avenues available as a part of the wealth ecosystem.

- Set up processes, systems and monitor all key business metrics for the partnership and also the deliverables of his/her direct team

- Plan, organize and implement promotional activities in various bank branches

- Be able to identify newer investment opportunities and align his/her understanding in accordance with the same.

- Focus on acquiring and onboarding a number of HNI customers that he/she has managed in the past to build incremental AUM.

- Build and deepen the relationship with the existing customers to get an incremental share of their wallet.

- Manage a team of wealth managers and area managers responsible to acquire new customers through the partner banks.

- This role will entail managing & acquiring customers and also supervising a team.

Qualifications & Experience :

- Post Graduate

- 7-10 years of relevant relationship management and portfolio advisory experience

- Candidates with a significant investment book

- Candidates with a record of outperforming sales/revenue targets will be given prominence

- The candidate should come with experience of marketing and selling financial products such as Mutual Funds, Insurance, Equity and Debt products.