- Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
- Someone who has robust communication and presentation skills.
- Someone who has excellent relationship management skills.
- Must have great command over English and regional language.
Qualification: MBA from a premier business school
Experience: 8+ years of experience in Wealth Management.
Duties:
Roles & Responsibilities:
- 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