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HR at SearchLight HR Services Pvt. Ltd
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AVP - Private Wealth Management - Bank (3-12 yrs)
AVP Private Wealth
Broader Role / Responsibilities:
- Responsible for acquiring & advising HNI clients (Affluent & Super Affluent)
- Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
- Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- To Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organising seminars, workshops and other business development activities.
- Team handling experience will be preferred.
- Prior experience of working in a Broking/Private bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.
- Candidates having good vintage in their present as well as previous companies will be preferred.
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