AVP/VP Wealth Management

2 weeks ago


new delhi, India AUM Capital Market Private Limited Full time
This is an individual role. (Not a team leading one)Local candidates are preferred.Relevant experience is a must.Candidates with Wealth Management experience will only be considered.Client acquisition, activation of inactive clients, client retention.360 degree Financial planning of HNI, UHNI and Corporate clientsAnalyzing Risk profile of clients and pitching the right product.Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.Successfully developing and maintaining clients’ relationshipUnderstanding capital market scenarios and knowledge of Wealth.Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.Competitive landscape understanding (Competitor activity, new product development).Sales promotions to increase client base


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