RM/Cluster Manager/Co-Head - Wealth Management - NBFC

Cluster Manager/Co-Head

We are hiring for a leading brand for one of the NBFC in all metro cities in India.

Position : RM/ Sr. RM / Cluster Head/Co-Head

Criteria: Candidate should be from Wealth Background or Private Banking

CTC : Up to 80 Lakhs

Experience : Minimum 10 Years in Wealth Products or Private Banking Segment.

Job Responsibilities :

- 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

- Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Qualification : MBA / CFA / CA / Post Graduate

Level : AVP/VP/SVP/Associate Director/Director (Designation depending on the level of seniority & the number of years of experience in the wealth domain)

Function : Wealth Management Sales

Jyoti Tuteja
7055300323