AVP/VP - Wealth Management - Bank

Urgently hiring on the following vacancy, for one of our clients in the Wealth Management industry.

1) Position: AVP/VP Wealth Management

2) Industry: Wealth Management

3) Job Location: Delhi/Mumbai/Bengaluru/Ahmedabad

Job Responsibilities:

- Handling a group of UHNI/HNI/Corporateclientelefor advisory & wealth management services.

- Portfolio Management of the clients using fundamental & technical analysis and providing MIS for data interpretation.

- Evaluating process automation for proper tracking and monitoring of the portfolio.

- Acquisition of new clients for new business opportunities as well as increase in book size.

- Analyzing the fund's performance through various risk management parameters and maintaining profitable portfolio.

- Responsible for financial planning for better understanding of the client's requirements along with sales opportunity.

- Developing customer retention strategies for acquiring larger share of the wallet

Kindly send your updated resume with required details :

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Expected CTC :
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