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Job Description :&nbsp; Qualification &amp; Experience : Graduate/Post Graduate Industry : Financial Services, Broking House (Preferably Wealth Management exposure) Job Summary : 1. Grow the Assets under Advice 2. Achieve the Revenue Targets 3. Client acquisition Key Responsibilities : 1. To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile 2. To meet the revenue and product mix targets 3. Gateway to any requirement from I-Sec. 4. Recommendation of products as per client requirement. 5. Manage 40 to 50 clients 6. Should generate revenue of 3 - 5 times cost. 7. Responsible for initial acquisition of clients &amp; then taking business forward with&nbsp;coordination of HOD. 8. Should maintain &amp; continuously develop high end client base. 9. To have specialized knowledge on the Private Client Product Suite, Indian Stock&nbsp;Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market,&nbsp;Fixed income and alternate assets classes like Hedge funds, Structured products,&nbsp;HNI: Investment Banking &amp; Estate Planning. 10. To continuously track market trends and customer requirements and help the&nbsp;product team in designing new products based on the feedback received Skills Required : 1. Client Engagement skills 2. Good Knowledge of Financial Products 3. Good Communication and presentation skills 4. Net working skills, strike relationships and build on contacts.

Mumbai

Assistant Vice President/Vice President - Private Wealth Management - Bank 

Job Description for Assistant Vice President/Vice President - Private Wealth Management - Bank  in TEAMLEASE EDTECH LIMITED in  Mumbai for (7-15) years of experience. Apply Now!

Assistant Vice President/Vice President - Private Wealth Management - Bank  | iimjobs.com