jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
09/06 Alok Kumar
Consultant at Michael Page International

Views:1100 Applications:284 Rec. Actions:Recruiter Actions:32

Senior Manager/AVP - Investment Advisory & Product Specialist - Wealth Management (1-8 yrs)

Delhi NCR/Mumbai Job Code: 935529

Senior Manager/AVP - Investment Advisory & Product Specialist - Wealth Management


Hiring organization is a leading banking setup with a pan India presence.

Role - Investment/Product Specialist

Designation : Senior Manager /AVP

Location : Mumbai & Delhi NCR

Responsibilities :

- Drive Sales of Products Like Mutual Funds, PMS/AIF etc through relationship managers and Team Leaders

- Accompany Relationship managers for client pitch meetings to ensure better conversion rate

- Ownership of the Investments target of the cluster / location that they are mapped to

- Address query of clients related to investments and ensure high satisfaction levels

- Making Presentations to provide Portfolio update to HNI and UHNI clients on their investments

- Maintaining ready reckoner presentations related to investment options to assist Relationship Managers in showcasing products

- Assisting Relationship manager in providing analytics related to client portfolios

- Training and development of Management Trainee & new Relationship Managers on Wealth Products, Market outlook, Sales Pitch


Desired Candidate :

- 1-8 Years of Work Experience in a field related to Capital markets like Wealth management, Investment Banking, Stock advisory, DCM, Treasury etc

- MBA from Top 20 college like JBIMS, NMIMS, IIM I,IIM K etc or CA or IIT + CFA

- Comfortable with Client facing role with part sales KRA

- Enthusiastic about financial markets

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.