IIFL - VP/DVP/AVP

IIFL Capital Services Limited (Formerly IIFL Securities Limited)

IIFL Capital Services Limited (Formerly IIFL Securities Limited) has a legacy of about two decades in retail broking and financial product distribution. It is one of the largest independent full-service retail and institutional broking house in India. It is also a leading investment advisory firm in the country, providing diversified financial services and products to corporates, institutional investors, foreign portfolio investors, mutual funds, insurance companies, alternative investment funds, trusts, high net worth individuals and retail investors. As of March 1, 2023, we have served over 3 million customers through a network of about 2,500 points of presence covering our branches and business partners over 500 cities in India.

Over the years, we have diversified our product and service offerings through a mix of organic growth and strategic transactions.

Our retail brokerage and financial products businesses comprises financial planning, equity, commodities and currency broking (both cash and derivatives), depository participant services, portfolio advisory, investment banking, distribution of mutual funds, bonds, portfolio management services, alternative investment funds and other investment products. These services and offerings do not just enable our customers to access the Indian financial capital markets but also provide an integrated interface that allows them to track various portfolio parameters, including the performance of their investments.

Our institutional equities business offers broking, research and corporate access services to institutional clients.

We are well-placed as a prominent name in the industry backed by end-to-end technology platforms, experienced management and vast network of branches across the country. With complete investment planning and quality offerings, the Company continuously strives to deliver more value to its customers

Role Description

This is a full-time on-site role located in NCR, India for a Vice President (VP)/Deputy Vice President (DVP)/Assistant Vice President (AVP). The VP/DVP/AVP will be responsible for on board to new HNI, UHNI & Family Offices , and day-to-day management and strategic leadership in the organization.

Key Responsibilities:

- Lead the onboarding and relationship management of HNI, UHNI, and Family Office clients, ensuring their financial goals are comprehensively met.

- Develop and implement tailored financial planning, equity, commodity, currency broking, and portfolio management solutions aligned with client needs.

- Collaborate with internal teams including retail brokerage, investment banking, mutual funds distribution, and alternative investment funds to provide integrated financial solutions.

- Drive client engagement by offering holistic advisory services, including investment banking access, research insights, and corporate access opportunities.

- Maintain deep knowledge of diverse investment products and financial market trends to offer proactive, informed advice.

- Ensure compliance with all regulatory requirements and internal risk management policies.

- Champion technology adoption within client servicing processes to enhance efficiency and portfolio tracking capabilities.

- Provide strategic leadership to the team, fostering a client-centric culture that supports business growth and operational excellence.

- Identify and develop new business opportunities within existing and prospective client segments, leveraging the company's extensive network and product offerings.

- Liaise with institutional equities and alternative investment fund teams to align client portfolios with broader market opportunities.

- Monitor portfolio performance and provide regular updates and strategic reviews to clients and senior management.

Qualifications & Skills:

- Proven experience managing HNI/UHNI client portfolios.

- Strong expertise in investment products, financial planning, and portfolio management.

- Excellent leadership and strategic decision-making capabilities.

- Exceptional communication and interpersonal skills.

- In-depth knowledge of financial markets and regulatory compliance.

- Self-motivated, result-driven, and capable of working independently.

- Masters degree in Business Administration, Finance, or related fields preferred.

- Prior experience in financial services industry is mandatory.