Position:- Wealth Management Sales  Level (Range)   AVP/VP/SVP (Designation depending on the level of seniority & the number of years of experience in the wealth domain)  Location :- Mumbai, Delhi, Bangalore  Qualification :- MBA / CFA / CA / Post Graduate  Critical Exp. Essential :- Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.   Job Responsibility   Understand in detail clients investment needs & create a long term Asset Allocation plan.  Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.  Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.  Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

Delhi NCR

Mumbai

Bangalore

AVP/VP/SVP - Wealth Management Sales 

AVP/VP/SVP - Wealth Management Sales  ,Job Description for AVP/VP/SVP - Wealth Management Sales  in Talent Connectors in  Delhi NCR Mumbai Bangalore for (4-10) years of experience. Apply Now!

Job Description for AVP/VP/SVP - Wealth Management Sales  in Talent Connectors in  Delhi NCR Mumbai Bangalore for (4-10) years of experience. Apply Now!