Senior VP

1 day ago


Chennai, India Banking and NBFC job Full time

Very urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Non sales, Operation, Analytics candidates please do not apply for this role. Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Responsible for business development through acquisition of high net-worth clients. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer. Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)



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