Recruitment Specialist at Talengage
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Wealth Lead/Assistant Vice President/Vice President/Senior Vice President - NBFC (8-20 yrs)
Wealth Lead - AVP/VP/Sr VP
- 8-20 years in the desired role with team management experience of min 3-4 years.
- Experience in wealth products - MF, PMS, AIF
- Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
- Expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.
- Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.
- Should have stability of minimum tenure of 3-4 years in the current organization.
- Team managing and handling in the current experience is a must.
- Should have own set of Client relationships and AUM and also the team client relationships.
- Recruitment and managing a team of Relationship Managers/Senior Relationship Managers.
- Planning and achieving self and team sales targets through the defined Wealth Management products.
- Responsible for acquiring Preferred clients (HNI/Ultra HNI)
- Maintaining client relationships and generate AUM from Preferred clients.
