Assistant Vice President - Wealth Relationship Management

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