Senior Manager - Wealth Management & Sales - BFSI (7-12 Yrs) Mumbai (BFSI Sales) by MEGMA SERVICES

Updazz.com (July-2017 से पंजीकृत) ने 14 दिन पहले इस नौकरी को पोस्ट किया था

Leading Wealth Mgt and financial advisory firm requires Sr Manager -Wealth Management and sales -Mumbai( BKC)- One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries.
-We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups.
-We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,- It has accumulated a wealth of tacit domain knowledge. The client is a leading Treasury and Risk Management Advisory firm with over 20 years of expertise in foreign exchange, commodities, and structured treasury solutions for corporates and institutions.
-As part of a diversified financial services group, it is also has a sister concern, a Multi-Family Office and Advisory firm that provides tailored investment and non-investment solutions to High-Net-Worth Individuals (HNIs), family offices, single-family businesses, and corporates.- We are looking out for Sr Manager- Wealth sales and Management for our client office in Mumbai at BKC- MumbaiRole Overview-Job Title: Sr Manager- Wealth sales Location: Mumbai@BKCJob Type: Full-time- We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 7-10 years of experience managing HNI s UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI s,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.Key Responsibilities:- Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.- Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a - 5 Cr - 50 Cr ticket size range.- Business Growth & Strategy : Expand the wealth management business with a long-term vision.- Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning.Performance Expectations:- Year 1: Generate revenue equivalent to 1x of annual fixed CTC including bonus.- Year 2: Generate revenue equivalent to 2x of annual fixed CTC including bonus.- Year 3: Generate revenue equivalent to 3x of annual fixed CTC including bonus.Qualifications & Experience :- 7-10 years in wealth management , multi family office , mutual fund distributors , banks serving HNIs and family offices across wealth products.- Strong relationships with family offices, UHNIs will be preferred.- Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM up to 25-50 Crore and a set of clients that they can shift in a year.- Proven ability to raise capital and manage large portfolios.- Entrepreneurial mindset with interest in running a venture with equity participation.- Experience in building and leading teams.- Willingness to travel for investor meetings and networking.What We Offer:- Competitive Fixed Variable Pay plus ESOPs.- Access to a premier network of UHNIs and family offices.- Long-term opportunity to scale a multi-family office.- Support of clients from the parent company IFA Global and existing 100 s of relationships.- Coaching/Mentoring from Harvard educated coaches.- Working Closely with MD and Senior Board members.- Flat Structure with ZERO Politics environmentIf the position interest you kindly share your cv or contact Pranav- 7011354635Share the following details- current fixed CTC and Notice period- Expected ctc- Relevant experience in Wealth sales (ref:updazz.com)

Payroll Type : Permanent