AVP/DVP/VP- Wealth Management

Company Description

IIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation, and excellence in financial services. The company serves a diverse client base, including Ultra High Networth Individuals (UHNIs), High Networth Individuals (HNIs), and Institutional clients. Our comprehensive product offerings include Wealth Management, Investment Banking, Equity Broking, and Portfolio Management Services (PMS).

Role Description

This is a full-time, on-site role for an AVP/DVP/VP- Wealth Management at IIFL Capital Services Limited, located in Delhi, India. The role involves providing expert wealth management solutions, developing personalized investment strategies, and ensuring exceptional client service. Daily tasks include acquireing & managing client relationships, conducting financial analysis, advising on investment opportunities, and overseeing the execution of client transactions. The AVP/DVP/VP will also be responsible for maintaining up-to-date knowledge of financial products and market trends.

Qualifications

• Strong background in Wealth Management, Investment Banking, and Institutional Equity Sales
• Excellent client relationship management skills and financial analysis capabilities
• In-depth understanding of financial products such as Mutual Funds, PMS, and AIF
• Exceptional communication, negotiation, and presentation skills
• Proven track record of innovation and excellence in financial services
• Ability to work on-site in Delhi, India
• The relevant degree in Finance, Economics, Business Administration, or a related field