01Overview
Job Description:
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 manage a team of Private Wealth Managers.
Set clear performance goals and monitor achievements through regular reviews.
Conduct training sessions to enhance product knowledge and advisory skills of the team.
3.
Client
Relationship & Advisory Services:
Build and maintain long-term relationships with key HNI/UHNI clients and family offices.
Provide investment solutions based on risk profiling and financial objectives.
Ensure best-in-class advisory services and proactive client engagement.
4. Compliance & Risk Management:
Ensure strict adherence to RBI, SEBI, and NBFC regulatory guidelines.
Mitigate financial and operational risks by implementing best practices.
Maintain high standards of ethical conduct and governance in wealth management.
5. Market & Competitor Analysis:
Stay updated on market trends, investment opportunities, and regulatory changes.
Conduct competitor benchmarking to refine product offerings and client strategies. .
