Posted By

Abhishek Kumar

HR at Ador Talent Solutions

Last Login: 16 May 2024

Job Views:  
3983
Applications:  770
Recruiter Actions:  262

Job Code

1399805

AVP/VP - Weath Management - Investment Bank

8 - 18 Years.Mumbai/Ahmedabad/Pune/Vadodara/Baroda/Chennai/Bangalore/Hyderabad/Delhi NCR/Chandigarh/Jamshedpur/Kolkata/Bhubaneshwar/Cochin/Kochi/Gujarat/Kerala
Posted 1 month ago
Posted 1 month ago

Company

A leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs), with extensive use of technology-abled platforms. It offers products across all asset classes from Equity, Fixed Income & Real Estate to Alternate Investment Products and Unlisted Securities. It is also a

Business Affiliate of one of the Bank

Founded in by an IIM Ahmedabad and a veteran investment banker with 22+ yrs. experience

It is a platform that provides services like insurance broking, institution broking, asset management and wealth management (pan India)

Services - Investment Banking, Fixed Income, Capital Market, Insurance Broking, Institutional Equities, Portfolio Management, Wealth Management, Asset Management

Location - Mumbai and Ahmedabad

Clients - supporting in sectors like Consumer, Financial Services, Healthcare & Pharma, Industrial, Infrastructure & Real Estate, Technology mainly Mahindra Finance, Tata Capital, ICICI Home Finance, Edelweiss, IIFL Finance, Rolex Ring, Muthoot Finance, SBI Mutual Fund, Aditya Birla Sun Life Insurance/Goldman Sachs

Must Have

- 5+ yrs. of experience in Wealth Management space

- Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets

- Onboarding, Handling and Managing HNI / Ultra HNI clients

- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography

- Aiming for consistent growth of customer wallet share and book size

- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions

- Ability to work in partnership with the Bank and drive leads & AUM

- Service existing clients with the support of client servicing team

- Constantly review client portfolios and give a birds' eye view.

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Posted By

Abhishek Kumar

HR at Ador Talent Solutions

Last Login: 16 May 2024

Job Views:  
3983
Applications:  770
Recruiter Actions:  262

Job Code

1399805

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