Relationship Manager/AVP - Wealth Management - BFSI

Relationship Manager / AVP - Wealth Management

- Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.

- Managing a decent size of client AUM across different financial products.

- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds to Different Investment instruments in the market.

- Having experience working on different types of loan products - Personal/Business/Educational Loans.

- Having the capability to do business tie ups with multiple loan aggregators or Educational institutes.

- Good Experience in P2P platform.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients.

- Ability to cross sell products based on risk profile and suitability.

- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.

- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables.

Qualification And Experience:

1. 2-15 years of experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool. Prior experience working with HNIs/Entrepreneurs and large promoter families of the country.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management.

3. Analytical and problem-solving skills are a must.

4. Pleasing Personality

5. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage.

Remuneration :

An outstanding remuneration package that rewards professionalism and diligence will be on offer for the successful applicant as well as a well defined career path. An excellent package will be on offer for the right candidate, including an above industry base salary for the right person as well as the most complete employee benefit scheme. Don't miss out on this opportunity to join the market leader

Contact Person Name, Address & Nos.:

P.G.Ganesh
Perfect Placer
Mobile : 9873663105