AVP - Private Wealth

Broader Role / Responsibilities

- The Assistant Vice President - Private Wealth will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)

- Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.

- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.

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

- To conduct and assist in organising seminars, workshops and other business development activities.

- Team handling experience of at least 6 people.

- Prior experience of working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

- Candidates having good vintage in their present as well as previous companies will be preferred.

Requirements:

Mandatory Skills:

- Team Handling of Minimum 15 Sales /Sr Sales Members.

- Expertize in People Management.