Regional /Circle Head -Wealth - Chennai / Bangalore

10 - 17 years

50 - 80 Lacs

Posted:6 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Regional Head Wealth Management

CTC : 50 LKHS TO 80 LKHS

candidates only from Wealth Management Companies Only

Location : Chennai / Bangalore

Contact Person : Divya :WASSUP ONLY 9137265848 , qcprofile@gmail.com

PMS|AIF|Structure  products |Mutual funds |Life Insurance |

NCDs|Bonds|

Fixed  Deposits  

Managing AUM book size of 1000 crore of HNI/UHNI clients.  

Advising and guiding customer to Invest in various Mutual funds,  

PMS/AIF and Structure products.  

Cross selling Life Insurance and Fixed Income products Fixed  

Deposits and NCDs and Bonds  

Leading a team of 10 seasoned Wealth Managers.  

Each Wealth Manager handling AUM of 100 crore to 500 crore  

individually.  

Selling unlisted shares with negotiation in OTC and at client front.  

Acquisition of New HNI/UHNI and NR clients to enhance the AUM  

Role & responsibilities

Preferred candidate profile

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