About the role
The core responsibilities for the job include the following:
Team Leadership and Performance Management:
- Lead, mentor, and manage a team of wealth executives or relationship managers.
- Train the team in product knowledge, client acquisition, and advisory skills.
- Set and monitor team targets for AUM growth and onboarding.
- Foster a collaborative, high-performance culture.
Client Acquisition and Relationship Management:
- Personally identify and onboard HNI and UHNI clients.
- Leverage networking and referrals to expand the client base.
- Maintain long-term, trust-based relationships with clients.
Investment Advisory and Portfolio Strategy:
- Develop customized investment strategies aligned with client goals.
- Recommend Mutual Funds, PMS, AIF, Bonds, Insurance, and Loans.
- Conduct periodic portfolio reviews and optimize strategies.
Business Development and Revenue Expansion:
- Achieve individual and team targets for revenue and AUM.
- Drive cross-selling across wealth management products.
- Stay updated on market trends and new investment opportunities.
Operational Excellence and Compliance:
- Collaborate with tax, legal, and audit teams for integrated solutions.
- Ensure compliance with regulatory norms and company policies.
- Maintain MIS reports on client interactions and portfolio updates.
Requirements:
- Bachelor's degree (BBA or equivalent degree in Business, Commerce, or Finance.
- Master's degree (MBA or equivalent degree Finance / Marketing / Banking and Finance).
- Certifications such as NISM, CFP, and CFA are an added advantage.
- 5-10 years in Wealth Management, Private Banking, or Investment Advisory.
- Experience handling HNI/UHNI clients.
- Proven experience in team leadership and business development.
- Exceptional leadership and team management skills.
- Strong communication and interpersonal abilities.
- Analytical mindset and attention to detail.
- Target-driven, self-motivated approach.
- Strong negotiation and presentation capabilities.