Wealth Lead/Assistant Vice President/Vice President/Senior Vice President - NBFC (8-20 yrs)

Wealth Lead - AVP/VP/Sr VP

- 8-20 years in the desired role with team management experience of min 3-4 years.

- Experience in wealth products - MF, PMS, AIF

- Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

- Expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.

- Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.

- Should have stability of minimum tenure of 3-4 years in the current organization.

- Team managing and handling in the current experience is a must.

- Should have own set of Client relationships and AUM and also the team client relationships.

- Recruitment and managing a team of Relationship Managers/Senior Relationship Managers.

- Planning and achieving self and team sales targets through the defined Wealth Management products.

- Responsible for acquiring Preferred clients (HNI/Ultra HNI)

- Maintaining client relationships and generate AUM from Preferred clients.