VP - Wealth Management

Job Title: Vice President - Wealth Management - Mumbai & Kolkata

CTC- INR 1000000 - 1200000

Job Description:

a) To achieve sales targets and KPIs on sales along with relationship deepening and improving sales effectiveness

b) To tactfully identify business opportunities with respect to either asset classes or investment products or tactical/strategic investments opportunities.

c) Ability to proactively manage the client base to increase penetration of wealth management products, increase share of wallet and improve profitability of the customer base.

d) To review customer’s portfolio and provide timely updates on regular basise) Regularly reviewing customers (Portfolios) and providing accurate and timely information to them along with reviewing and updating of customer profiles for possible need-gaps.

f) To ensure that the basic Premier Proposition and benefits are offered to International customers.

g) To focus on contract and activity management as per the defined parameters to achieve business results and to deliver superior customer service.

h) To identify business opportunities with respect to either asset classes or investment products.

i) To support in channelizing sales efforts through data mining to achieve strategic objectives.
Key Skills: Should have worked in similar kind of intermediary companies, with similar job profile.

Age: 30- 35 years

5 years of relevant experience into liability/wealth management sales - MANDATORY

Candidate should be a CA/MBA qualified professional

Must be certified/accredited by AMFI /IRDA/PTC to sell wealth and insurance products. - MANDATORY

Incentives based on performance

Candidate should be from below mentioned target companies only: - MANDTAORY

Centrum capital ltd
Blend financial
Portfolio Management
Ak capital
Mata securities
brescon corporate advisors
Value vision consultant
Emkay securities
Darashaw capita
Edelweiss
Aditya birla finance
India Infoline
Andomeena pvt ltd
Smc pvt ltd
Investmart financial services

Job Location - Mumbai & Kolkata

Job Sector - Banking / Financial Services

Required Experience: 5 - 8 year(s)

Relevant Experience: 5 years

Company: JR laddha Group

Contact: arunachoudhary5@gmail.com