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Principal Consultant at Alaric Human Consulting
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VP/AVP - Private Client Group - Private Wealth (6-15 yrs)
Designation: VP / AVP
Department: PCG within Private Wealth
Reporting: Head PCG
Education Qualification : Graduate preferably with MBA / CA / CFA
Certifications: Should have passed NISM Equity and derivative module
Responsibilities:
Responsible for acquiring and servicing clients for PCG desk (Ultra HNIs, Professional Investors, PMS Firms, Family Offices, corporates, trusts, banks and Prop Funds having AUM of Rs. 25-30 Crore and above)
Drive business growth by focusing on client acquisition as well as cross-selling among existing client base.
Increasing the client base through effective migration of existing clients and acquisition of new clients
End to End - Client Relationship Management - advising as per risk profile of the client.
Thorough knowledge of all capital market products for HNIs, with a proven capability of working with the clients to service their needs.
Key Skills Required:
- Ability to move business and source new business both in equity and wealth products.
- Core expertise in Equity Trading business & understanding of other financial products
- Ability to scan the business and its environment and apply to the area of delivery
- Innovative mindset - ability to conceptualize and execute customized products and solutions for clients
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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