AVP - Private Wealth Management - Bank

AVP Private Wealth

Broader Role / Responsibilities:

- Responsible for acquiring & advising HNI clients (Affluent & Super Affluent)

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

- Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.

- To Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate 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 will be preferred.

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

- Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.

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