AVP - Financial Adviser/Wealth/HNI

AVP - Financial Adviser / Wealth / HNI

Location - Delhi, Chennai, Mumbai, Pune

Job Description-

- Acquisition of HNI / UHNI for wealth management purpose.

- Offer holistic Wealth Management solutions to HNI and UHNI clients with Ticket size of 1Cr-1.5 Cr+

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Basis client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured products, Bonds etc to clients. Also sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched.

- Build strong cross-functional relationships

Exp - 6-15 yrs (HNI / UHNI Acquisition plus wealth management)

Qualifications - MBA / PGDM (Full time) from Top B- School with Excellent Comm. Skill.

Interested candidates can send their resume at neelu@jobvisionindia.com or Contact at 011-45138872.