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Senior Manager/AVP – Private Wealth Management

 

Designation: Senior Manager/AVP – Private Wealth Management

Location: Mumbai – 5 Openings, Ahmedabad – 5 Openings

Qualification: Post Graduation is a must

Skill Set:

• PG in Marketing will be preferred.

• Well versed in MS Excel

Experience: Minimum experience of 3-10 years in similar role (relevant experience).

Pre-Requisites: 

• Relationship Managers with prior experience of working in a Banks/Private bank/wealth management set up/Real Estate/Telecom/High End Automobile Industry.

• Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

• Experience of advising clients across asset classes.

• Strong Analytic skills and ability to work in teams.

Job Description:

• The Relationship Manager will be Responsible for Acquiring Private Wealth clients (HNI/Ultra HNI)

• Maintaining client relationships and generate AUM from Private Wealth clients.

• Advising HNI & Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

• Track the HNI & Ultra Client segment in the market for new client acquisition

• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

• To coordinate with product and research team for taking investment decision for the clients.

 

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