Assistant Vice President/Vice President/Senior Vice President - Wealth Management - NBFC

About Our Client

The client is a Indian NBFC company with multiple offices

Wealth Management - AVP / VP /Sr VP

Experience : 8 to 25 yrs

Location : Mumbai , Delhi , Jaipur , Chennai

Education : Graduate

ROLES & RESPONSIBILITIES:

- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

- Selling of products : Mutual Funds, PMS, Structured Products etc

- Handle and manage clients.

- Experience of advising clients across asset classes

- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

- Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.

- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.