Private Wealth - VP/AVP/Head/TL/RMClient - NBFC/FintechExperience - 5 to 15 yrsLocations - Ahmedabad, Mumbai, Delhi, Hyderabad, Bangalore, Pune, Bhubaneshwar, Jamshedpur, Ranchi, CoimbatoreEducation - Graduate/PGRequirement:- Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.- Establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Roles & Responsibilities: - Experience working in a Private Bank/Private Wealth Management set up.- Selling of products : Mutual Funds, PMS, Structured Products , etc.- Handle and manage clients.- Experience of advising clients across asset classes- Responsible for Acquiring Preferred clients (Affluent & Super Affluent)- Maintaining client relationships and generate AUM from preferred clients.- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- Track the Affluent & Super Affluent Client segment in the market for new client acquisition- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities. (ref:updazz.com)
updazz .com
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