Job highlights

- Job Type: Full Time
- a minimum of 10 members over 6 months)
- Should be relationship oriented with valuable inter-personal and people skills
- Years of Experience: 10 years & above

CTC: 25 Lakhs +

KAR

Industry: Premium Brooking House

Function / Department /Vertical: Elite Wealth Group

Position: Regional Head

Years of Experience: 10 years & above

Educational Qualifications: Bcom/ MBA/ CA/ CFA

Management Level: AVP/VP/SVP/AD

Core Responsibilities:

1. Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking
2. Build a wealth manager Team. (a minimum of 10 members over 6 months) Generate leads and develop prospects, network to identify referrals to new clients

Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan

3.



Identify and execute on new business opportunities with existing clients Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

4. Motivating team to achieve defined targets and retention of current manpower Initial Handholding to RMs, and Joint calls on High Value prospects/converted clients

Onboard clients & AUM book to generate 1X revenue multiple for self.

5. Drive & track sales processes & sales discipline across all team members.

Skills & Experience:

1. Understanding in Equities MF, tax planning, financial planning, profiling, fixed income
2. Should be relationship oriented with good inter-personal and people skills
3. Impactful communication skills to effectively engage affluent consumers
4. Exceptional track record of managing portfolio of HNI Clients

Job Category: PCG Elite

Job Type: Full Time

Job Location: Delhi Hydrabad Kolcutta Mumbai

📌 Wealth RM (New Delhi)
🏢 The Firm P
📍 New Delhi