Avp-private Wealth

2 months ago

Mumbai, India Searchlight HR Services Full time

**Currently we have an excellent opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 -25. The client has 10 Lakh registered customers on their fintech platform.**

**Location - Mumbai - Lower Parel**

**Position: AVP/VP - Private wealth
- Ten Trillion Opportunities**

**About the role**:The Assistant Vice President / Vice President
- Private Wealth is the ultimate face of the business. She/he is going to be responsible for generating business from the client with the help of existing & new client relationships. She/He would be responsible for acquiring High net worth relationships, retaining such relationships by delivering the best standards of services. She/He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

**Broader Role / Responsibilities**:

- The Assistant Vice President / Vice President
- Private Wealth will be responsible for acquiring & advising HNI clients (Affluent & Super Affluent)
- Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
- Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- To Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- To research, investigate on available investment opportunities/financial market trend to determine whether they fit into client’s 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.
- Prior experience of working in a Broking/Private bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 1 crore and above.

**Requirements**:

- MBA/PGDBM /CFA
- At least **4 years** working within a sales environment preferably in a BFSI / Finance sector.
- Fluency in English, Hindi & any one regional language
- Excellent communication skills - verbal and written and excellent telephone skills
- High degree of accuracy
- NISM certification preferred (Valid Mandatory Certificates as per regulatory requirements)

**Salary**: ₹1,000,000.00 - ₹2,200,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 4 years (preferred)

**Speak with the employer**
+91 9833345988

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