Assistant Vice President - Products - Wealth Management Business - CFA/CA/IIM/ISB/MDI/FMS

Role: AVP - Products - Wealth Management

Qualifications :

- MBA with specialization in Finance (Full Time, premium B schools), preferably with a CFA or CA professional qualification

Work Experience (highlight) :

- 5-7 years in financial institution OR banks (in wealth management space)

Core Purpose of the Role :

- Relationship Management with product manufacturers

- Conduct due diligence on various products (MF, FI, Structured products, PMS & AIF) and shortlist the products to be offered to the clients.

- Price negotiations with the product manufacturers to ensure best pricing in the market for various products

- Creating client facing presentations and product notes

- Keeping abreast of the various product offerings in the industry

- Update internal sales team on product offerings available with the product team and to ensure smooth execution of transactions

Talent Attribute :

- Excellent Communication

- Influencing skills

- Interpersonal skills

- Aggressive

- Presentation skills