Assistant Vice President/Vice President/Senior Vice President - Wealth Management - Mutual Fund/PMS (5-20 Yrs) Delhi NCR/Mumbai/Hyderabad/Bangalore/Pune/Dehradun (BFSI Sales)

Wealth Manager/Sr Manager/AVP/VPClient - NBFC/FintechExperience - 5 to 25 yrsLocation - Delhi/Mumbai/Pune/Bangalore/Hyderabad Education - Graduate/PGRoles & Responsibilities : Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services, establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.- 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 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.- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities. (ref:updazz.com)

Payroll Type : Permanent