ABans Group of companies is a Financial Service Conglomerate providing - Solutions to simplify your Business- through its subsidiaries spread across the globe and its association with various International Broking Houses. Founded in 2005, ABans Group has grown from being a trading house to a dynamic and diversified business group with expertise in Derivative Broking Services, Merchant Banking, Non-Banking Financial Dealings, Gold Refining, Realty and Infrastructure. Key Responsibilities & Accountability: 1. Responsible for cross selling various financial products to the new set of customers and building depth within the existing relationships. 2. Offer products and solutions across asset classes - Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few 3. Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment. 4. Formulating strategies for expanding the client base by providing investment advice to the clients. 5. Maintaining long-term relationships with existing/new clients for increasing the Asset under Management (AUM) for the company 6. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients. Required Education, Skill Set & Knowledge: a. PG/MBA with CFP. b. 10- 12 years of Sales experience in direct selling of financial products from any financial services/broking industry. c. Should have experience in Investment Banking, Broking firms specifically in Wealth Products d. Candidates having AUM (Asset under Management) size of 20cr & above and good connect among HNIs, UHNIs will have advantage. e. Should have good communication & presentation skills. f. Pleasing and positive attitude. g. Should be a self-starter, proactive & target oriented. Location: Nariman Point Compensation: Salary best in the industry Only Mumbai based candidates need apply.

Mumbai

ABans Group - Senior Wealth Manager 

ABans Group - Senior Wealth Manager  ,Job Description for ABans Group - Senior Wealth Manager  in ABans Group of Companies in  Mumbai for (10-14) years of experience. Apply Now!

Job Description for ABans Group - Senior Wealth Manager  in ABans Group of Companies in  Mumbai for (10-14) years of experience. Apply Now!