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21/07 Reappointed Solutions Private Limited
HR at Reappointed Solutions Private Limited

Views:3952 Applications:84 Rec. Actions:Recruiter Actions:0

VP/AVP - Wealth Management - HNI (7-15 yrs)

Mumbai/Pune Job Code: 474477

PRE-REQUISITES: -

- Relationship Managers with prior experience working in a Private bank/wealth management set up.

- Experience of advising clients across asset classes.

- Strong analytical skills and ability to work in teams.

- Candidates having good vintage in their present as well as previous companies

ROLES & RESPONSIBILITIES: -

- 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.

JOB SPECIFICATIONS REQUIRED:

Qualifications: -

An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience - Minimum 7 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from wealth management segment with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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