Designation AVP - Team Lead Business - Private Wealth Department - PCG Expected - Relevant Years of Experience: 8-9 years plus Location - Bengaluru Reports to: Vice President/MD Education Qualification Required - Graduate preferably with MBA / CA / CFA Compensation Additional Certifications Should have passed NISM Equity and derivative module Key Skills Required : - Ability to move business and source new business both in equity and wealth products. - Core expertise in Equity Trading business &amp; 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 - Be willing to seize initiatives and opportunities - Possess mature negotiation and commercial skills - Ability to analyze and conceptualize - Organized, self - starter &amp; passionate - Excellent written and verbal communication in English language. - Strong presentation &amp; communication skills. Behavioral: - Integrity, Networking Ability - Team Player, Ability to work under time pressure and adhere to deadlines. Technical (Software / IT related): - Strong on Excel, word and power point. Knowledge of operating Omnesys terminal will be given preference. Key Role 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. Withika Shiwani Practice Lead Elixir Consulting (Gi Human Resources &amp; Services Pvt. Ltd.) Phone: +91 022 40516684 (Board); Ext: 6684 | +91 022 40516684 (Direct) Mobile: +91 9960075764

Bangalore

Assistant Vice President - Team Lead - Private Wealth  

Assistant Vice President - Team Lead - Private Wealth   ,Job Description for Assistant Vice President - Team Lead - Private Wealth   in Gi Group in  Bangalore for (8-15) years of experience. Apply Now!

Job Description for Assistant Vice President - Team Lead - Private Wealth   in Gi Group in  Bangalore for (8-15) years of experience. Apply Now!