Senior Manager/AVP/VP - Sales - Wealth Management - BFSI

Role: Sales - Wealth Management

Level:Senior Manager / AVP/VP

Location:Mumbai

PURPOSE OF ROLE

Responsible for fresh acquisition and maintenance of relationship with HNI clients. Minimum AUM of 50 Cr being managed.Avg Ticket Size of existing clients should be Greater than 2.5 crores. Responsible for acquisition of new HNI Clients.Cross selling of the MOSL baskets of Investment Products to High Net Worth Individuals.Maintaining and leveraging on the relationship with clients acquired.

KNOWLEDGE SKILLS AND EXPERIENCE

Educational Qualifications:MBA, CFA, CA

Additional Certifications/Trainings (desirable):NCFM, NISM, IRDA, AMFI

Prior Experience:5-8 years experience in Wealth Management or acquisition of Super HNI Clients.Must be from a broking or banking background

Domain Knowledge:Knowledge of broking, Capital Markets

Request you to kindly revert with your updated resumes at the earliest along with below details :

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