Avp-wealth

6 days ago

Goregaon Mumbai Maharashtra, India Zecruiters Jobconnect Full time

**Job Id**:

- Z-651

**Industry**:

- Leading Broking
- 1

**Gender**:

- Both

**Experience**:

- 7 - 15 Year

**Qualification**:

- 48

**Designation**:

- AVP-Wealth

**Department**:

- Sales & Marketing

**Sub Department**:

- Wealth & Investments

**Location**:

- Goregaon East

**City**:

- Mumbai

**Country**:

- India

**CTC INR Lacs**:

- 15 - 18 p.a

**Variable**:

- Yes

**Skills**:
**Preference**:
**Qualifications:

- **An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
**Experience**:

- Minimum 7-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

**General Competencies**:
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
Result oriented

Team handeling - Recruitment, Training and Productivity of Team members.

This JD is for Nagpur

**Description**:

- The Relationship Manager will be 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 (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.

  • Avp-wealth

    6 days ago

    Goregaon, Mumbai, Maharashtra, India Zecruiters Jobconnect Full time

    **Job Id**: - Z-652 **Industry**: - Leading Broking - 1 **Gender**: - Both **Experience**: - 7 - 15 Year **Qualification**: - 48 **Designation**: - AVP-Wealth **Department**: - Sales & Marketing **Sub Department**: - Wealth & Investments **Location**: - Goregaon East **City**: - Mumbai **Country**: - India **CTC INR Lacs**: - 15 - 18...

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