VP/AVP - Private Client Group - Private Wealth

Designation: VP / AVP

Department: PCG within Private Wealth

Reporting: Head PCG

Education Qualification : Graduate preferably with MBA / CA / CFA

Certifications: Should have passed NISM Equity and derivative module

Responsibilities:

Responsible for acquiring and servicing clients for PCG desk (Ultra HNIs, Professional Investors, PMS Firms, Family Offices, corporates, trusts, banks and Prop Funds having AUM of Rs. 25-30 Crore and above)

Drive business growth by focusing on client acquisition as well as cross-selling among existing client base.

Increasing the client base through effective migration of existing clients and acquisition of new clients

End to End - Client Relationship Management - advising as per risk profile of the client.

Thorough knowledge of all capital market products for HNIs, with a proven capability of working with the clients to service their needs.

Key Skills Required:

- Ability to move business and source new business both in equity and wealth products.

- Core expertise in Equity Trading business & understanding of other financial products

- Ability to scan the business and its environment and apply to the area of delivery

- Innovative mindset - ability to conceptualize and execute customized products and solutions for clients