AVP - Private Wealth Management Domain

AVP- Private Wealth

Currently we have an excellent opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 -25. The client has 10 Lakh registered customers on their fintech platform.

Location - Mumbai - Lower Parel

Position: AVP/VP - Private wealth- Ten Trillion Opportunities

About the role:

- The Assistant Vice President / Vice President- Private Wealth is the ultimate face of the business. She/he is going to be responsible for generating business from the client with the help of existing & new client relationships.

- She/He would be responsible for acquiring High net worth relationships, retaining such relationships by delivering the best standards of services.

- She/He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Broader Role / Responsibilities:

- The Assistant Vice President / Vice President- Private Wealth will be 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 organizing seminars, workshops and other business development activities.

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

- Handle and manage clients with a minimum Investment amount of Rs 1 crore and above.

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

Requirements:

- MBA/PGDBM /CFA

- At least 4 years working within a sales environment preferably in a BFSI / Finance sector.

- Fluency in English, Hindi & any one regional language

- Excellent communication skills - verbal and written and excellent telephone skills

- High degree of accuracy

- NISM certification preferred (Valid Mandatory Certificates as per regulatory requirements)