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07/11 Rashmi Mudholkar
VP - Resourcing & Strategic Initiatives at People Konnect

Views:2278 Applications:43 Rec. Actions:Recruiter Actions:19

Business Head - Wealth Management - Private Wealth Firm (12-19 yrs)

Bangalore Job Code: 508787

- New Client Acquisition

- Asset allocation analysis & Financial Planning

- Handling a portfolio of HNI clients

Team Management

- Growing share of wallet of the client's total portfolio

- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas

- Portfolio monitoring and analysis

- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

- Transaction execution and fund house coordination

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should preferably carry his/ her own base of clients who can be introduced

- Should have an excellent network of clients and prospects who can be tapped for business

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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