Posted By

user_img

Amit Kapoor

Chief Consultant at Manzil HR Services

Last Login: 23 April 2024

Job Views:  
2196
Applications:  521
Recruiter Actions:  476

Job Code

1397015

Vice President/AVP - Private Wealth - Bank & NBFC

3 - 20 Years.Mumbai/Bangalore/Hyderabad/Patna/Lucknow/Ahmedabad
Posted 1 month ago
Posted 1 month ago

1. To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile

2. To meet the revenue and product mix targets

3. Gateway to any requirement

4. Recommendation of products as per client requirement.

5. Manage 40 to 50 clients

6. Should generate revenue of 3 - 5 times cost.

7. Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.

8. Should maintain & continuously develop high end client base.

9. To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.

10. To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received.

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Amit Kapoor

Chief Consultant at Manzil HR Services

Last Login: 23 April 2024

Job Views:  
2196
Applications:  521
Recruiter Actions:  476

Job Code

1397015

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow