Assistant Vice President

About Our Client

The client is a Indian NBFC company with multiple offices

Private Wealth - AVP / VP / Sr VP

Experience - 10 to 25+ yrs

Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad

Education - Graduate /PG

ROLES & RESPONSIBILITIES: -

• Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management
• Selling of products : Mutual Funds, PMS, Structured Products etc
• Handle and manage clients.
• Experience of advising clients across asset classes
• To prospect, acquire and retain clients
• To achieve budgeted targets in terms of number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
• To understand clients needs & requirements and accordingly position products & services
• To coordinate with product and research team for taking investment decision for the clients
• To provide various investment performance reports and summaries to the clients
• To build and maintain client bases, along with relevant comments/remarks for future reference
• To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
• To conduct and assist in organizing seminars, workshops and other business development activities
• To prepare the MIS reports in the specified formats
• Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products from preferred clients
• Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients