AVP / VP - Wealth Management for NBFC
2 days ago
About Our Client
The client is a Indian NBFC company with multiple offices
Job Description
Private Wealth - Manager / Sr Manager/AVP / VP / Sr VP
Experience - 2 yrs to 25+ yrs
Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata
Education - Graduate /PG
ROLES & RESPONSIBILITIES: -
- Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management
- Selling of products : Mutual Funds, PMS, Structured Products etc
- Handle and manage clients.
- Experience of advising clients across asset classes
- To prospect, acquire and retain clients
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
- To understand clients needs & requirements and accordingly position products & services
- Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ
- Maintaining client relationships and generate AUM
- Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
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