Leading Global Financial services and Wealth Mgt company requires Senior Manager AVP Wealth HNI Sales Mumbai BKC One of our client a Global wealth mgt and Finacial advisory firm based out of mumbai which has been rendering customized FX Treasury and Wealth Management solutions across India and Asia It has a team of expert professionals with vast experience in FX Treasury Management They have served over 900 clients from forty distinct industries We have worked with multinational corporations public limited companies small and mediumsized enterprises entrepreneurial startups We understand the demands and challenges that are unique to each one of them Throughout these exchanges It has accumulated a wealth of tacit domain knowledge It is a one stop treasury and FX solutions firm over last 19 years We engage with Indian and global clients helping them create FX and Treasury Solutions It is well positioned in Indian market having relationships with CFO and Promoter level at 100s of companies We are hiring Sr Mgr AVP WEALTH AND HNI SALES for the wealth management business of the client PFB THE JD AND Details 1 Client Leading Financial services and Weath Mgt company 2 Role Sr Manager AVP Wealth and HNI Sales 3 Location BKC Mumbai 4 Experience over 5 ears in Wealth and HNI sales with a Wealth Mgt or a Bank 5 Qualification Mgt degree from reputed college preferred 6 Compensation Competitive 7 Joining Prefer 30 days or less This is a partner role We are looking for a Senior Wealth Management expert who has prior relationships with Indian Family Offices and UHNI One should have knowledge of alternative products like equities debt private equity PMS VC funds REITS INVITS and other alternative asset classe Reach out to potential Indian investors and family offices UHNI etc for wealth management business for ticket sizes 5cr to 50cr One should possess very strong domestic and international relationships should be able to set meetings with prospective clients and pitch MF and alternative asset classes This will be a fee and distribution model Should be able to build a team of 15 people and handle P L Pay would be designed based on Fixed Variable Structure Sizable ESOP in newcompany Over 5 years experience in wealth sales business is must Experience Eligibility Skill Set Required 1 Postgraduate preferred with relevant experience of minimum 5 years 2 Entrepreneur Mindset Interested in building his own platform for next 10 years 3 Should have experience in wealth management platforms and should have experience in handling and building teams and advice very large HNIs and Family offices 4 Should have very solid understanding of products and building relationships Experience Eligibility Skill Set Required Graduates from only top Tier College MBA Dual Specialisation or Finance Entrepreneurial mindset and burning desire to grow Use our platform build connections and increase his treasury and wealth clientele Avid readers smart and highly motivated people only apply Fixing meetings and presales experience of minimum 10 years in Financial Markets Mutual Funds Broking Banks Treasury etc It is a B2B sales Excellent English verbal and written communication Passionate about Sales and Connecting with People Understanding of Finance Financial Products Derivatives is must Avoid applying without having strong understanding on Financial products and excellent English skills What you will learn Exposure to working closely with our CEO Advanced knowledge of FX treasury and Wealth management products while managing and meeting treasury teams across different industries Direct Coaching from Harvardeducated coaches Presentation and Communication skills Exposure to meeting and advising the CEO CFO of large companies Advanced concepts of markets advanced predictive models advanced options etc Understanding of asset allocation and quantitative allocation across wealth products Trainings on conducting High quality meetings with CXO levels If the position interests you and you find a fitment kindly share your updated cv at hidden email or contact Pranav hidden mobile Kindly share the following details Current fixed ctc and notice period Expected ctc Relevant years of experience in wealth and HNI Sales Reason fo leaving current last jobs Size of AUM managed Open to work in Mumbai