Cluster Head/Location Head/AVP/VP/Director - Wealth Sales - HNI - NBFC

We are recruiting for a India Based NBFC Firm into Private wealth

Job Responsibilities - Wealth Sales:

- Understand in detail clients investment needs & create a long term Asset Allocation plan.

- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

- Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth

Position is for AVP/VP/Associate Director/Director

Salary-No bar for deserving candidate

Candidate should have his own portfolio and should be into acquisition of wealth /Private clients

Should be managing client worth minimum ticket size of 1 CR

Should be open for individual target

We have various open roles:-

RM/SRM- individual(AVP/VP Grade)

Cluster Head/Location Head-team handling

interested candidates can connect on 8439084407