1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 27.00 LPA
Key Responsibilities:
Team Leadership & Development:
Lead, mentor, and motivate a team of Priority Acquisition specialists responsible for acquiring high-net-worth clients.
Set clear goals, expectations, and performance targets for the team, ensuring alignment with organizational objectives.
Regularly monitor performance metrics, track KPIs, and provide constructive feedback to improve the team's sales outcomes.
Conduct regular team ...
5 Opening(s)
10.0 Year(s) To 12.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Summary
The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines.
Key Responsibilities
Strategic Leadership
Develop and ...
20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities:
Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
45.00 LPA TO 65.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
1 Opening(s)
0 To 0
0.00 LPA TO 0.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
20.00 LPA TO 40.00 LPA
Responsibility of Wealth Management Advisory.
Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
Ensuring customer satisfaction by customized and efficient ...
10 Opening(s)
3.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 40.00 LPA
Client Acquisition & Business Development:
Acquire new priority banking clients through referrals, networking, and market outreach.
Identify and cultivate relationships with HNW and UHNW clients.
Develop and execute strategies to achieve revenue and client acquisition targets.
Conduct market research to identify business opportunities and stay updated on wealth management trends.
Wealth Advisory & Relationship Management:
Understand ...
1 Opening(s)
5.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 75.00 LPA
1. Business Development & Revenue Growth:
Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.
Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.
Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.
2. Team Management & Leadership:
Lead, mentor, and ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...