AVP / VP / Sr VP - Wealth Management

Company -

Regional Head / Cluster Head - Wealth Management

Experience -

Location -

Education -

Role Description

This is a full-time on-site role .The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. The ideal candidate will be responsible for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events.

Requirement

• Experience in private wealth management, portfolio management, and client relationship management
• Proven track record of achieving financial targets and business growth
• Strong leadership and team management skills
• Excellent knowledge of financial products, market trends, and regulatory requirements
• Preferred Banking, Financial Services, Wealth Management
• Responsible for development and management of respective teams, comprising Team Leaders, RMS.
• Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
• To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
• To ensure achievement of business and revenue targets attributed for the company