AVP - Relationship Management - BFSI
4 weeks ago
Job Title: AVP (Assistant Vice President)
Experience Required: 10-12 Years
CTC: - 40 LPA upto
Location: Kolkata
Work Mode: On-site
Qualification: Graduate or Post Graduate
Primary Skills: Relationship Management
Job Description
- We are seeking an experienced AVP to join our team in Kolkata. In this role, you will be responsible for managing and growing relationships with High Net-Worth Individuals (HNI) and handling a substantial portfolio of assets.
Here's a breakdown of what the job entails:
- Client Acquisition: You will actively seek and acquire high-quality HNI clients through various methods, including networking, database management, and market research.
- Client Management: You should have a strong network of existing clients and be well-versed in local market trends. You will be responsible for managing a minimum of 25-30 clients and handling an Assets Under Management (AUM) of at least - 12-15 crore in equity and investment products.
- Sales & Promotion: Promote the focus product of the month and sell various financial products such as mutual funds, insurance, portfolio management services (PMS), and structured products.
- Experience: Ideally, you should have experience in banking and broking industries, with a proven track record of managing HNI clients and substantial bank AUM.
Technical Skills:
- In-depth knowledge of the capital market
- Proficiency in portfolio management
- Expertise in financial planning
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