Manager/Assistant Vice President - Wealth Management - BFSI

Wealth Manager/AVP - Wealth Management - BFSI

Location : Mumbai/Pune

We are looking for Wealth Manager/AVP - Wealth - Wealth Management (depending on experience) for Mumbai and Pune respectively

- Must have sound knowledge of all Wealth Products including PMS, MF, Equity/Commodity Broking, Fixed Income, MF, Bond, Fund Exchange etc.

- Sales/marketing skills and demonstrate ability to deal with HNI's & Corporate at a senior level.

Required Experience, Skills and Qualifications :

- Should have a good client connect and managing a sizeable AUM

- Should be managing elite clients with their financial portfolios

- Client-centered focus

- Excellent strategic thinking ability

- Excellent communication and negotiation skills. Must be fluent in local language, English, Hindi

- Results driven

- Self-confidence, personal integrity, credibility

- Enthusiastic, positive energy

- Skilled at analysing and solving problems

- Team player

- Very good interpersonal skills

- Must be aware of the local market

- Sales/marketing skills and demonstrate ability to deal with HNI's & Corporate at a senior level.

Responsibilities and Duties :

1. Client Service

2. Financial Planning

3. New Business Development and Marketing