Vice President/Senior Vice President - Financial Advisor/Wealth Management - Bank

Department Icon BFSI (Operations & Lending)
Posted: 4 months ago
7-15 years
Mumbai,Delhi NCR,Pune,Bangalore,Chennai,Hyderabad,Nasik,Greater Noida,Noida,Gurgaon/Gurugram
BFSI (Operations & Lending)
work from office
Full Time

Posted: 4 months ago
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The Vision

  • The traditional banking model is broken. Opaque fee structures, "proprietary product" pressure, Insurance Sales Pressure and rigid hierarchies are relics of the past.
  • Non banking platforms have edge over product basket, flexible hierarchy and support mechanism,national reach and competitive scale to achieve desired goals
  • We are a non-banking wealth firm built on Total Transparency, Open Architecture, and Equity Participation. We don't just offer a job; we offer a seat at the table to build the most sophisticated wealth platform in South Asia.

True Open Architecture : Access every global AIF, PMS, Offshore Fund, and Pre-IPO deal in the market. If it's good for the client, you can sell it.

Uncapped Income & Trail Ownership : Our payout ratios are 2x-3x higher than traditional banks. More importantly, we offer Trail Revenue Sharing-you continue to earn on the assets you've built, even years later.

Who You Are

  • The Seasoned Expert: 8-15 years of experience in Private Banking or Wealth Management. You understand that the Relationship is the product.
  • You currently manage a sticky book of - 100 Crore + and have the confidence that your clients follow your advice, not just the bank's logo.
  • Deep knowledge of Alternative Investment Funds (AIFs), Global Markets, and Structured Products.
  • You are tired of the "9-to-9" corporate grind and want to build a legacy with a firm that rewards your hustle.
  • The Reward Structure
  • Fixed Component: Competitive, bench marked to top-tier private banks.
  • Performance Bonus: Highest-in-industry percentage of net revenue generated.

Lifestyle: Flexible working arrangements and high-performance cultureQualifications expected - MBA Finance from Tier 1 & 2 Institutes, CA, CFA Qualified, NISM Certified wherever required

  • The Role: What You Will Do
  • Architect Financial Legacies: Move beyond "selling products" to providing holistic Family Office solutions, including Estate Planning, Tax Optimization, and Philanthropy.
  • Target the "New India" Wealth: Focus on the burgeoning UHNW segment-from traditional promoters to the "New-Gen" unicorn founders and CXOs.
  • Strategic Hunting: Onboard a "Quality over Quantity" book. We value deep, high-ticket relationships over a high volume of small accounts.
  • Brand Ambassadorship: Represent a modern, sophisticated brand at elite forums and networking events.

Skills

SalesWealth ManagementPrivate BankingBankingBFSI SalesSales HeadSalesStructured ProductsAifEquityPrivate BankingWealthWealth ManagementCaCfa

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