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908
Applications: 262
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Posted in
Sales & Marketing
Job Code
1586444
Senior Vice President/Vice President/Assistant Vice President - Wealth Management
Posted 4 months ago
Posted 4 months ago
AVP / VP / Sr VP: Wealth Management
Client: NBFC
Experience: 8 to 25 yrs To prospect, acquire and retain clients
Locations: Delhi, Mumbai, Chennai, Jaipur, Hyderabad, Bangalore
Requirement:
- Experience in Private Wealth / Private Banking
- To achieve budgeted targets in terms of number of clients
- To understand clients needs & requirements and accordingly position products & services
- Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management.
- To coordinate with product and research team for taking investment decision for the clients
- To recommend strategies clients can use to achieve their financial objectives,
- To contact clients periodically and determine if they are satisfied with the service and returns generated.
- To provide various investment performance reports and summaries to the clients
- To build and maintain client bases, along with relevant comments/remarks for future reference
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
- To prepare the MIS reports in the specified formats
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Posted By
Job Views:
908
908
Applications: 262
Recruiter Actions: 61
Posted in
Sales & Marketing
Job Code
1586444
