Vice President - Talent Acquisition at Jaden Executive Search & Recruitment Specialist
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VP/AVP - Cluster Head - Brokerage Firm (5-10 yrs)
Our client one of the well known brokerage firm in Indian capital markets are looking for Cluster Head - VP, AVP level for their Mumbai, Hyderabad and Gurgaon ( 1 each) .
Qualification : Bcom / MBA / CA / CFA
Main Responsibilities :
Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate
Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking
Developing new product ideas to improve revenue generation.
Generate leads and develop prospects, network to identify referrals to new clients
Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset
Allocation plan
Identify and execute on new business opportunities with existing clients
Handle the clients investment portfolio, providing financial research, accurate information and tailor made
financial solutions
Motivating team to achieve defined targets and retention of current manpower
Initial Handholding to RMs, and Joint calls on High Value prospects/converted clients
Generating yearly AUC of 20 cr
Self Target - Generating minimum of 1x revenue per month
Essential Skills & Experience Desirable
Understanding in Equities MF, tax planning, financial planning, profiling, fixed income
Should be relationship oriented with good inter-personal and people skills
Impactful communication skills to effectively engage affluent consumers
Exceptional track record of managing portfolio of HNI Clients
Desirable skills - MBA, CA, CFA, NISM V-A
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