Senior Wealth Management RM – Bank

Sr. Wealth Management RM

Designation: Partner | SVP | VP – Wealth Management

Grade: SVP | VP

Reporting To: CEO

About the Organization:

– It is a financial services conglomerate with focus on both fund based and non-fund based services.

– Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity and Fund Advisory is foraying into both the Private Wealth Management space.

Job Profile:

– Business development and client acquisition.

– Deliver a range of bespoke services to high profile and successful HNI’s / UHNI’s / Family offices through meaningful Product differentiation and Advisory services.

Job Description:

– Use financial acumen and investment expertise to review a client’s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.

– Track the HNI / UHNI segment in the market for new client acquisition.

– To research, investigate and update themselves on available investment. opportunities/financial market trends to determine whether they fit into clients’ portfolios.

– Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness

– Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling

– Formulate outbound and inbound sales plans to acquire new HNI/UHNI/Family office Clients for increasing the customer base of the portfolio

– Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

– To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to- date records of sales & performance.

Skills and Competencies:

– Ability to use & analyze data tools related to wealth products

– Benchmarking Peers/ Execution on Key Initiatives/Management

– Discussion/ MIS Review

– Maintaining external network i. maintaining contact with the customers

– Attitude to service clients by providing them with smooth and superior service delivery

– Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization

– Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills

– Decision-making skills with a strong sense of ownership and ability to work under pressure

– Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity, and Inclusion.

Preferred Educational Qualifications and Work Experience:

– 8-15 years of Relevant experience in Investment Advisory / Wealth management

– MBA / CA or equivalent from a premium institute

– Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)