AVP/VP/Sr VP - PWG Sales - NBFC

Industry :- NBFC

Function :- PWG Sales

Location :- Mumbai

Qualification :-MBA / CFA / CA

Critical Exp. Essential :- Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Job Responsibility :-

1) Understand in detail clients investment needs & create a long term Asset Allocation plan.

2)Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

3)Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

4) Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

Sheetal