Lead - Wealth - Gurgaon / Gurugram - Yubi

    Yubi
    Yubi Gurgaon / Gurugram

    2 days ago

    Full time
    Description

    Lead / AVP-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities:

    • To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
    • To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD PTCs, etc.
    • To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.
    • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
    • To achieve revenue targets and contribute to the overall growth of the private wealth management business.
    • To conduct thorough due diligence on investment products and providers to mitigate risks.
    • To maintain accurate records of client interactions and transactions in accordance with compliance standards.
    • To conduct and assist in organizing seminars, workshops and other business development activities.

    Requirements

    • Graduate or Master Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.
    • Should have a proven track record of building and managing relationships with high-net-worth individual minimum of 3 years.
    • Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.
    • Strong communication sales and a track record of achieving targets and achieving incentives.
    • Should have excellent communication, presentation, and negotiation skills.
    • Should have the ability to work independently and as part of a team in a fast-paced environment.
    • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage
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