Verified Job
Accounting - Finance
Wealth Management - AVP / VP for NBFC
Accounting - Finance
#632310
Remote / WFH
Job Description
About Our Client
The client is a Indian NBFC company with multiple offices
Wealth Management - AVP / VP /Sr Manager / RM / WM
Experience - 5 to 20 yrs
Location - Mumbai , Delhi , Jaipur , Chennai
Education - Graduate
ROLES & RESPONSIBILITIES: -
• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• Selling of products : Mutual Funds, PMS, Structured Products etc
• Handle and manage clients.
• Experience of advising clients across asset classes
• The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
• Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) 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.
The client is a Indian NBFC company with multiple offices
Wealth Management - AVP / VP /Sr Manager / RM / WM
Experience - 5 to 20 yrs
Location - Mumbai , Delhi , Jaipur , Chennai
Education - Graduate
ROLES & RESPONSIBILITIES: -
• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• Selling of products : Mutual Funds, PMS, Structured Products etc
• Handle and manage clients.
• Experience of advising clients across asset classes
• The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
• Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) 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.
