Vice President - Client Relations - BFS

Job Description - Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

Job Role:

- Providing financial solutions for high net worth clients by understanding their Goals, aspirations & Risk Review

- 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.

- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

- Sharing model portfolios with clients

- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.

- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements:

- Strong HNI UHNI Client network and relationships

Very Strong Client Acquisition Skills and should be able to move relationships along:

- Exceptional communication skills

- High on integrity

- Passionate, Ambitious & perseverant, Entrepreneurial mindset

- Relationship management skills, Collaborative approach and a team player

Exp - 7 + years of relevant experience into Private wealth management with active Client Relationships & AUM

Education - Graduate Post Graduate Any Stream, with MBA from Premier B schools preferred