3 years
0 Lacs
Posted:2 months ago|
Platform:
On-site
Full Time
We’re looking for an Associate Vice President – Investment Advisory to join our leadership team in Hyderabad. This role offers the perfect blend of client leadership, research, and team management — with the advantage of working directly with the CEO and engaging with some of India’s most influential HNI & UHNI clients.
What You'll Get:
What You'll Do:
Responsibilities:
Pillar 1: Business Growth:
• Develop and implement referrals from clients.
• Expand service offerings to clients
• Increase the AUM from existing clients.
Pillar 2 : Client Management:
• Cultivate and maintain strong relationships with clients.
• Conduct regular meetings with clients to understand their
financial needs, goals, and preferences.
• Address client enquiries and concerns promptly.
• Suggest customised investment options.
Pillar 3 : Research:
• Track the performance of invested funds. Conduct in-depth
research of certain investment products on a quarterly basis.
• Attend fund manager calls to reconcile internal research with
their opinions and understand the framework.
Pillar 4 : Leadership:
• Manage a team of financial professionals, offering guidance
and support.
• Conduct regular team meetings to communicate goals, share
updates, and address challenges
What we're looking for:
Location: Jubilee Hills, Hyderabad (Work from Office)
CTC: 15–20 LPA (excluding bonus & incentives), depending on experience and qualifications.
Bond: 2 years
This isn’t just another leadership role — it’s a career-defining opportunity to work with top leadership, build elite client relationships, and grow rapidly in a firm that’s scaling for the future.
📩 Apply now: hr@gcia.in
Learn more about us at: www.gcia.in
Guardian Holdings Pvt. Ltd. (India)
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