VP/AVP/Sr Manager - Wealth Management

Position: Wealth Management

Designation: VP/ AVP/ Sr. Manager

Experience: 5 to 12 yrs

Location: Chennai, Bangalore

Responsibilities:

- Managing and growing existing client’s relationship effectively

- Providing customized professional financial advisory services to individuals and businesses

- Marketing a comprehensive range of financial products and advisory services to potential clients (Equity Advisory, Mutual Funds, Bonds, Structured Products, Real Estate Advisory)

- Reviewing and monitoring client’s financial progress and status regularly

- Actively sourcing and prospecting for potential clients

- The role is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.

- Should have significant experience in a front ending/client facing role.

- The incumbent will be responsible in building and maintaining long term relationships with a portfolio of financially successful clients, Financial portfolio advisory, Private Client Wealth Management and Asset Allocation Planning, Wealth Distribution, Estate Planning , Managing a foray of Wealth Management products etc

Only profiles from Particular Location will be considered for the above role.

Deepa
HR