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Senior Associate Consultant at Exponent Consulting
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Assistant Vice President - Wealth Relationship Management (9-15 yrs)
Position : Assistant Vice President - Wealth Relationship Manager
Channel : Direct Clients
Reporting : Zonal Head
Location : Mumbai
Responsibilities :
- Responsible for managing AUM of Direct Clients and build relationship with these HNI/UHNI clients offering advisory on AMC Products.
- Responsible for maintaining AUM Of Direct Clients(HNI/UHNI)
- Meeting Clients and regularly update on their Portfolio and investment return
- Leveraging on the relationship with Clients and referencing to add direct clients
- Cross selling of the AMC baskets of Investment Products to all direct clients.
- Advisory on all Investment Products, Advisory on investments in alternate schemes based on client's risk appetite
Educational Qualifications : MBA or CA or CFA
Additional Certifications/Trainings (desirable) : NISM + AMFI
Prior Experience :
- 9 + years of experience in Wealth management from wealth boutique firm or any NBFC.
- Ability to develop relationship with HNI/ UHNI Clients
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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