Sr Manager/AVP - Wealth Management

Vertical: Wealth Management

Position: Associate - Client Advisor

Location: Hyderabad

Job Description:

Responsibilities:

- Acquiring New clients and increasing the Assets under management

- Extensive mapping of potential client segments covering geographies of operation

- Relationship Management approach in dealing with prospective HNI & UHNI Clients

- Exploring opportunities for cross-sell and up-sell for the Group

- To build Understanding of Markets, Portfolio Analysis and various financial products

- Ensuring Compliance of Operational policies and procedures

Candidate Profile:

- An Ideal candidate would be motivated, wanting to build on relationship management skills and develop understanding of Markets & Portfolio management

- Performing candidates will be strong potential for next level of growth. In addition to having a keen sense of integrity and entrepreneurial spirit, they should possess first class interpersonal and communication skills.

Key Skills:

- Strong Relationship management skills in approaching High-Net-Worth & Ultra High-Net-Worth Clients.

- Experience in acquiring & building client base using Internal & External networks

- Detailed knowledge in terms of Regulatory requirements, Product knowledge, Financial market awareness and an overall understanding of the business.

Reporting To: Vice President - Wealth Management

Deepa
HR