Wealth Management - AVP / VP in NBFC

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