Vice President-Financial Services-Surat-30 LPA

Profile: Vice President-Financial Services-Surat-30 LPA

Experience:

• BFSI industry experience is mandatory.
• Minimum 5 years of experience in the BFSI sector is mandatory.
• Proven experience in Wealth Management, Financial Advisory, Investment Products, or Business Development.
• Experience in handling HNI and UHNI clients is compulsory.
• Strong understanding of financial markets, investment products, wealth creation strategies, and portfolio management.
• Demonstrated success in business generation and client acquisition.
• Experience in building, leading, and managing high-performing teams.
• Candidates from peer competitor organizations will be highly preferred.

Salary Range: 70k to 2.5 LPM + Performance Bonus + Incentives

Roles:

• Take complete ownership of business generation and wealth management operations.
• Drive revenue growth through client acquisition and relationship management.
• Build and expand the company's Wealth Management vertical.
• Develop and manage relationships with HNI and UHNI clients.
• Understand client financial goals and create customized wealth creation and portfolio strategies.
• Manage and grow client investment portfolios across various financial products.
• Identify new business opportunities and generate consistent revenue streams.
• Develop strategic plans to increase market penetration and business expansion.
• Build, mentor, and lead a team of Relationship Managers, Wealth Advisors, and Business Development professionals.
• Create a strong network of clients, investors, and industry professionals.
• Stay updated on industry trends, market movements, competitor activities, and business models.
• Analyze peer competitors and formulate strategies to strengthen market positioning.
• Represent the organization in networking events, business meetings, and client engagements.
• Ensure exceptional client service standards and long-term relationship management.

Qualification:

• Bachelor's Degree in Finance, Business Administration, Commerce, Management, or a related field.
• Relevant certifications such as NISM, CFP, CFA, MBA (Finance/Marketing) will be an added advantage.
• Excellent verbal and written communication skills in English and Hindi
• Willingness to relocate if required.