AVP/VP Wealth Relationship Manager-Ahmedabad

Wealth Relationship Manager (8+ years), Ahmedabad

Looking for a professional having at least 8+ years of experience in Wealth Management & should have handled HNI Clients.

If this sounds exciting, apply with us!

Location: Ahmedabad

Your future employer: It is into wealth management and is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs), with extensive use of technology abled platforms.

Responsibilities:

Onboarding, Handling and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.

• Aiming for consistent growth of customer wallet share and book size.

•  Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a birds’ eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards

Requirements:

• 8+ yrs of experience in Wealth Management space

• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

• Ability to work in tandem with our channel partner and generate leads & business.

• Good communication and presentation skills

Minimum Experience/ Qualifications:

• Must have completed MBA from a premier business school.

• English is mandatory and command on local language would be beneficial.

What’s in it for you?

• You will get the opportunity to work with a team driven by passion for overseeing wealth and obsessed with curating tailor made financial solutions for clients.

• It has amazing work culture and ethics.

Reach Us:

If you think this role is aligned with your career, kindly write me an email along with your updated CV on supriya.sharan@crescendogroup.in for a confidential discussion on the role.

Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

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