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Team Lead - Wealth Management - Bank (7-23 yrs)

Bangalore/Chennai/Hyderabad Job Code: 132820

We are hiring for our Banking client, in its Wealth Management Division

Role : Team Leader- Managing a team of 5 Wealth Manager/ Sr Wealth Manager along with Managing Individual Books

Grade : VP

Reporting to : Regional Head who in turns reports to Business Head

Ctc : upto 35 Lacs (Based on Current/ Experience/ AUM)

Minimum AUM (NON Casa & TD) requirements (ONLY TPP) : 100 Cr

Needless to mention, prior Investment Advisory/ Wealth Advisory of HNI clients is a mandatory experience. We welcome candidates from NBFC Wealth Firms/ Indian Private Banks & Foreign Banks who are currently managing U/HNI Client Relationships.

Location :

a. Bangalore: 1

b. Chennai : 2

c. Hyderabad- 1

Job Description :

- Build a team of private bankers

- Drive the revenue through the team

- Build a pipeline of clients/opportunities for making the business profitable

- Analyze financial, tax and credit needs of the customer and presents creative solutions. Identify opportunities to actively cross-sell all products and services as appropriate

- Understand competitive environment and develop strategies to retain and win new business

- Utilize financial statement analysis skills to advise the client of the options and opportunities available for them to achieve maximum performance of their assets and liabilities

Skill Sets :

- Minimum of 7+ years of private banking/wealth management experience

- Team building capabilities

- Discretion and trustworthiness

- Ability to build strong relationships with discerning clients

- Knowledge and understanding of financial markets

Opportunity :

- The opportunity exist for Wealth Team Head's handling a team of 2-5 members & interested in moving with their team.

- Can propose individual or team management along with a business plan.

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