Must have completed MBA from a premier business school.
8-12 years of experience in Wealth Management space. We are looking for:
Somebody with excellent communications skills.
Solid leadership and team management skills.
Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets
Somebody with the ability to work in tandem with our channel partner and generate leads & business.
Must have good communication and presentation skills
English is mandatory and command on local language would be beneficial Roles & Requirements:
Onboarding, handling and managing HNI / Ultra HNI clients.
Accountable to achieve annual revenue, AUM & Strategic product targets in the respective geography.
Aiming for consistent growth of customer wallet share and book size.
Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
Constantly review client portfolios and give a birds’ eye view.
Ability to work in partnership with Federal Bank and drive leads & AUM.
Service existing clients with the support of client servicing team.
Adherence to all regulatory, statutory, and corporate compliance standards