Job Description Qualification: Graduate/Post Graduate Experience: Relevant wealth management experience of minimum 7 to 8 years 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 & then taking business forward with coordination of HOD. 8. Should maintain & continuously develop high end client base. 9. To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning. 10. To continuously track market trends and customer requirements and help th

Mumbai

Navi Mumbai

Thane

Chennai

Bangalore

AVP - Private Wealth - Financial Services/Broking 

AVP - Private Wealth - Financial Services/Broking  ,Job Description for AVP - Private Wealth - Financial Services/Broking  in Manzil HR Services in  Mumbai Navi Mumbai Thane Chennai Bangalore for (5-20) years of experience. Apply Now!

Job Description for AVP - Private Wealth - Financial Services/Broking  in Manzil HR Services in  Mumbai Navi Mumbai Thane Chennai Bangalore for (5-20) years of experience. Apply Now!