VP/AVP/ Senior Associate/Associate - Relationship Manager - Wealth Management

Job Title: VP/AVP/ Sr. Associate/Associate - Relationship Manager - Wealth Management

(Designation will be dependent on the candidate's relevant years of experience)

Location: Ahmedabad

Experience: 6-10 years

Qualification: MBA/ CFA/ CA/ Post Graduate

Age: 28+

Nature of experience:

Candidate should be willing to work as an individual contributor and should have strong have understanding & selling experience of Equities, Mutual Funds, tax planning, financial planning, profiling, fixed income and exotic structures.

Job Responsibilities/ Accountabilities:

- Understand in detail client's investment needs & create a long-term Asset Allocation plan.

- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Advice clients with the assistance of in-house experts on their business need related to Corporate Finance, M & A, and Private Equity.

- Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.