Posted By

Ajit Singh

AM - HR at Leading Executive Search Firm

Last Login: 28 August 2014

Job Views:  
1894
Applications:  61
Recruiter’s Activity:  21

Job Code

123051

TL - Wealth Management - NBFC - HNI

4 - 8 Years.Delhi NCR/Mumbai/Bangalore/Hyderabad/Pune/Others
Posted 10 years ago
Posted 10 years ago

Opening with a leading NBFC company.

Position - TL Wealth Manager

Job Location - Hydrabad, Pune, Mumbai, Delhi, Bangalore

Job Profile:-

1. Interacting with HNI or NRI Customer.

2. Advice to NRI Customer for maximum growth their investment.

3. Handle more then 10 Sr. Wealth Manager/ Wealth Manager peoples Team.

4. To develop and manage relationships with Mass Affluent client segment in order to provide them with investment products and services in line with their risk profile.

5. Propose Asset allocation/Portfolio maintenance/Review of portfolio.

6. To have/develop specialized knowledge on the following for self and team: Private Client Product Suite ,Indian Stock Market/Indian Mutual Funds, Diversified nature of Indian, Structured Product ,Real Estate market, Wealth, Fixed income and alternate assets classes like Hedge funds/ Private Equity/Structured products/Venture Capital Funds.

7. To continuously track market trends and customer requirements and give feedback to the product team in designing new products.

Skill : Structured Product, Debt Equity, Real State Fund, TPP Product.

If find suitable send me your update resume along with following resume.

1. AUM :
2. Ticket Size :
3. Relevant Exp :
4. CTC :
5 ECTC :
6 NP

CALL : 7840005871

Didn’t find the job appropriate? Report this Job

Posted By

Ajit Singh

AM - HR at Leading Executive Search Firm

Last Login: 28 August 2014

Job Views:  
1894
Applications:  61
Recruiter’s Activity:  21

Job Code

123051

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