Wealth Manager - BFSI (7-20 yrs)
Wealth Manager
Key Deliverables:
1. Direct Client acquisition in the target HNI & Ultra HNI Clients
2. Financial Planning, Risk Reviews and Portfolio Advisory
3. Grow the Assets under Advice
4. Excellent Communication skills in English language and Relationship Management
5. Achieve the revenue targets consistently
Location: Mumbai & Delhi
Experience: Bankers with atleast 7-8 years of relevant experience in Private Wealth set ups of banks or financial institutions
Target Customer Segment:
Includes people who have a minimum investible surplus of INR 1 Crore and Above, and can go upto some of the largest families of the country. These will have prominent industrialists, professionals (lawyers, doctors, CAs etc), CXOs, and will go on to emerging businessmen.
Product Offering:
Flexibility and choice in terms of product and service offerings from a wide range of products & services other than the regular Banking products:
- Real Estate (commercial, residential, land, capital markets)
- Direct Equity
- Investment Banking solutions
- Private Equity including co-investment opportunities
- Real Estate NCD
- Structured Products
- Mutual Funds
- Third Party PMS
- Fixed Income/Bonds
- Trust Services
- Off shore Funds / Succession and Estate Planning, Wills
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