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26/05 Viyana
Talent Acquisition Executive at SearchLight HR Services Pvt. Ltd

Views:271 Applications:61 Rec. Actions:Recruiter Actions:11

AVP - Private Wealth Management Domain (4-12 yrs)

Mumbai/Navi Mumbai/Thane Job Code: 1265789

AVP- Private Wealth


Currently we have an excellent opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 -25. The client has 10 Lakh registered customers on their fintech platform.

Location - Mumbai - Lower Parel

Position: AVP/VP - Private wealth- Ten Trillion Opportunities

About the role:


- The Assistant Vice President / Vice President- Private Wealth is the ultimate face of the business. She/he is going to be responsible for generating business from the client with the help of existing & new client relationships.


- She/He would be responsible for acquiring High net worth relationships, retaining such relationships by delivering the best standards of services.


- She/He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Broader Role / Responsibilities:

- The Assistant Vice President / Vice President- Private Wealth will be 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 organizing seminars, workshops and other business development activities.

- Prior experience of working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 1 crore and above.

- Candidates having good vintage in their present as well as previous companies will be preferred.

Requirements:

- MBA/PGDBM /CFA

- At least 4 years working within a sales environment preferably in a BFSI / Finance sector.

- Fluency in English, Hindi & any one regional language

- Excellent communication skills - verbal and written and excellent telephone skills

- High degree of accuracy

- NISM certification preferred (Valid Mandatory Certificates as per regulatory requirements)

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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