Senior Manager - Wealth Management & Sales - BFSI (7-12 yrs)

• 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.

• 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- Mumbai

Role Overview

Job Title: Sr Manager

Wealth sales

• 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 environment

If the position interest you kindly share your cv or contact Pranav- 7011354635

• current fixed CTC and Notice period
• Expected ctc
• Relevant experience in Wealth sales