Currently we have an excellent opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 -25. The client has 10 Lakh registered customers on their fintech platform. Location - Mumbai - Lower Parel Position: AVP/VP - Private wealth Broader Role / Responsibilities: - The Assistant Vice President / Vice President- Private Wealth will be responsible for acquiring & advising HNI clients (Affluent & Super Affluent) - Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. - Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. - To Track the Affluent & Super Affluent Client segment in the market for new client acquisition. - To research, investigate on available investment opportunities/financial market trend to determine whether they fit into client's portfolios. - To coordinate with product and research team for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities. - Prior experience of working in a Broking/Private bank/wealth management set up. - Handle and manage clients with a minimum Investment amount of Rs 1 crore and above. - Candidates having good vintage in their present as well as previous companies will be preferred. Requirements: - MBA/PGDBM /CFA - At least 4 years working within a sales environment preferably in a BFSI / Finance sector. - Fluency in English, Hindi & any one regional language - Excellent communication skills - verbal and written and excellent telephone skills - High degree of accuracy - NISM certification preferred (Valid Mandatory Certificates as per regulatory requirements) Pls watsapp on 8080939830.

Navi Mumbai

Mumbai

Thane

Assistant Vice President - Private Wealth - Bank 

Job Description for Assistant Vice President - Private Wealth - Bank  in searchlighthr in  Navi Mumbai Mumbai Thane for (5-12) years of experience. Apply Now!