Live opening · Posted 3 days ago
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About the Role
To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development
Responsibilities
Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM => INR 5cr
Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM
A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM.
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
Qualifications
Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment and handling an investment book of min 300cr INR The ideal candidate will have previous Private Banking experience, should have existing relationship with key corporates, family offices, and distributors and bring along with a transferable book of discretionary managed investments.
MBA / CA or equivalent from a premium institute
Work arrangement
No
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