Director / VP / AVP | Wealth Management | Max CTC up to 1 Crore INR

10 - 20 Years
Bengaluru

Job Description

Hi,

Greetings from CareerNet Consulting!!
Hope you are well!!

We have an excellent job opportunity for you with one of the biggest brand into wealth management. Our client is into Investments, PMS, Financial Planning & Property Investments.

About our client:
Our client is an wealth management firm compromising professionals with a wealth of expertise in both local and international markets. Our client, understand that every client has unique financial needs and circumstances. This is why their services are tailor-made to each client after gaining a thorough understanding of their goals and ambitions.
  • Role: Wealth Manager / Senior Wealth Manager
  • Function: Relationship Management
  • Grade: Director / Vice President / Associate Vice President
  • Report to: Market Head

Work Location: Bangalore

CTC: Salary bracket would differ based on the levels (Between INR 50 Lacs to Max up to 1 crores per annum)

Job Profile:
  • Adopt efficient pricing and cost-control measures to ensure profitable client relationships 
  • Execute business plans for the Wealth Management segment
  • Drive the continuous improvement of sales processes constantly making them more customer friendly and efficient
  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High net worth clients.    
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
  • Cross-Sell of investment products like Mutual Funds, Bonds, PMS & Structured products 
  • Undertake initiatives to increase the wallet share of the existing client relationship 
  • Ensure new client sign-ups by cultivating existing relationships that yield lucrative referrals 
  • Have full knowledge of the client's financial goals, income sources, risk appetite, etc. to design an appropriate investment portfolio strategy 
  • Retain clients by upholding highest standards of conduct and service 
  • Ensure investment transitions for new clients are executed accurately and timely 
  • Appraise clients periodically with market insights to enable them to make better financial decisions 
  • Leverage internal centers of excellence (such as investment advisers, wealth planners etc) to address technical and special client needs 
  • Achieve highest client satisfaction ratings (Measured as Net Promoter Score) 
  • Transfer insights that aid the enhancement of client experience and internal efficiencies on a regular basis to relevant stakeholders 
  • Collaborate with Market Head, Products and Solutions team and COEs to meet business goals 
  • Strive continuously to build one's capability to meet the requirements of the role, and secure mandatory certifications / licences 
  • Ensure that feedback from the stakeholders is positive 
  • Nurture a culture predicated on the principle of a single organisation 
  • Ensure compliance to the statutory laws, regulatory guidelines and other requisite norms 
  • Adhere to the internal compliance standards 
  • Make adequate efforts to balance the risk appetite of both the firm and its client 


Interested candidates can email updated CV at mohsin.shaikh@careernet.co.in 

OR 

Connect on mY LinkedIn short URL https://bit.ly/2Fj9y6n



Salary: INR 50,00,000 - 1 Cr & above P.A.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type:Permanent Job, Full Time

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Education-

PG:MBA/PGDM - Any Specialization

Doctorate:Doctorate Not Required

Company Profile

Careernet Technologies Pvt Ltd

NA
View Contact Details+

Recruiter Name:Mohsin

Contact Company:Careernet Technologies Pvt Ltd

Email :mohsin.shaikh@careernet.co.in

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