AVP/VP/SVP - Wealth Management - Sales - BFSI

Position/Function : Wealth Management Sales

Level (Range) : AVP/VP/SVP (Designation depending on the level of seniority & the number of years of experience in the wealth domain)

Location : Mumbai, Delhi

Qualification : MBA / CFA / CA / Post Graduate

Critical Exp. Essential

Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Must has experience of sale out above 100 crore of wealth management package

Job Responsibility

Understand in detail clients investment needs & create a long term Asset Allocation plan.

Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

Kapil Sharma
+91-9045624363