Would request you to apply with your Current CTC, Expected CTC & Notice Period.  Job Responsibilities:-  - Understand in detail clients 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 needs 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.  - Focus on revenue both personal and team targets and team profitability   - New Client development and acquisition  - Periodic review of target v/s actual achievement RM wise   - Working closely with other team leaders to increase cross sale within different geographies and within WAs to improve overall revenues.  - Developing Business through multiple products  - Differentiating our offerings in the market place by increasing self knowledge to improve client impact.   - Deepening existing relationships and gaining more referrals   - Developing new product ideas to improve revenue generation  - Employee Development  - Retention  - Knowledge Building  - Motivating Team  Critical Exp. Essential Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.   Qualification:-MBA / CA

Bangalore

Delhi

Mumbai

Pune

VP/Senior VP - Wealth Sales - HNI 

VP/Senior VP - Wealth Sales - HNI  ,Job Description for VP/Senior VP - Wealth Sales - HNI  in Gi Group in  Bangalore Delhi Mumbai Pune for (10-20) years of experience. Apply Now!

Job Description for VP/Senior VP - Wealth Sales - HNI  in Gi Group in  Bangalore Delhi Mumbai Pune for (10-20) years of experience. Apply Now!