Director Wealth Management- Relationship Manager

15.00 to 20.00 Years Delhi 24 Jun, 2024

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	BFSI
Functional Area	Not Mentioned
EmploymentType	Full-time

Job Description

Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements.We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large promoter families of the country. You should have ample experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool.You will be working with a highly motivated and productive team which has been a trendsetter in the MNC Wealth Management space.Wealth Management is responsible for the sales, advisory and management of the wealth management client portfolio. Work includes: Providing financial advice and implementing financial planning recommendations for high net-worth clients Determining whether life changes, economic changes, environmental concerns, or financial performance indicate. a need for plan reassessment Buying and selling stock on behalf of the client Managing investments Building client relationships and actively engaging in client acquisition Addressing client needs through effective application of bank products Referring clients to other areas of the bank to expand their banking relationship Assuring service quality and client satisfaction Complying with all bank policies and procedures Maintaining current knowledge of all banking productsYour key responsibilities Understanding the DB platform capabilities and mapping these with requirements of key large potential/prospects. Prospecting to and On boarding your key client relationships to the DB WM platform Imbibe the DB values and culture and demonstrate these both in spirit and letter. Ensure all regulatory and internal trainings/disclosures and KYC requirements are done timely Share best practices from competition firms and help in strengthening DB product and services platformYour skills and experience You should ideally have work experience of 15-20 years in the Wealth Management space. We are open to looking at potential candidates from the corporate/investment banking, who can leverage their expertise and bring in WM opportunities prevalent in these two areas. You should have actively managed about 20-30 relevant clients. The managed AUM should be in the range of INR hidden_mobile crores yielding revenues of 8-15 crores. We are also open to senior team leads coming in with team size of 2-3 people. The team delivery should be about 15 crores of revenue,

Keyskills :
Wealth ManagementFinancial PlanningClient Relationship ManagementInvestment ManagementBanking ProductsProspectingOnboardingRegulatory Compliance

APPLY NOW