Vice President Of Wealth Management Kollam

Vice President-Private Wealth Management

Location: Kochi (Kerala) & Coimbatore (T.N)

CTC Up to 50 LPA

Only local candidates

Critical Responsibilities: Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

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.

Responsible for business development through acquisition of high net-worth clients.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Day to day Responsibilities: Analyze client portfolios and make necessary suggestions.

Recommend financial products.

Responsible for identifying customer needs and assessing their risk appetite

Provide regular updates to the immediate superior as and when required

Create and enforce plans that will help meet the needs of the customer.

Performance Indicator: Revenue—Achievement of Revenue target decided for the year.

Client Acquisition and Client Active Ratio—No of current clients added in the FY

High Revenue Impact Project—HNI Clients engagement & their revenue growth

Knowledge, Skils & Experience: Graduate/PG with minimum 7+ years of experience in WEALTH MANAGEMENT Industry, must be from wealth platform or banking domain, knowledge of wealth pulse, market & investment products, macro fundamentals and behavioural finance are essential. AMFI, IRDA certifications are also required. Apply on Kit Job: kitjob.in/job/4myiv8