Senior Vice President of Wealth Management

Urgent Mandate: VP/SVP Wealth Management with well reputed NBFC

Location: Chennai & Bengaluru, Local candidates preferred

Only candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience.

Candidates having experience in Operation, analytics, please do not apply for this role.

CTC: Up to 85 LPA

Both team handling & individual contributor roles are available.

Job Purpose

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC

Key Deliverables

• Execute cluster business plans for the Wealth Management segment to drive
• sales in the Chennai & Bengaluru region
• Continuously improve the sales effectiveness
• Motivate and direct the sales team
• Distinguish the company vis a vis competitor
• Engage in brand building exercises by focussing on the research based strength of the company

Role Requirements

• Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI
• Experience: 10+ Years in Sales
• Domain Knowledge:
• IT Skills:

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.