DVP/AVP/Portfolio Manager - Wealth

Alert from 4S Advisory (www.4sadvisory.com)

Urgent Requirement for a leading Financial Advisory Firm

Position: DVP/ AVP/ Portfolio Manager - Wealth

Location: Mumbai, Delhi, Bangalore, Chennai, Hyderabad, Nasik, Aurangabad, Kochi/Coimbatore.

Experience: 8 - 12 Years

Qualification : Post Graduate / MBA from a reputed institute

Timings: 9 am - 6pm

Monday - Friday

Key Responsibilities:

- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

- Financial Planning (FP) and Portfolio Services

- Execution of transactions post FP and on periodical basis

- Manage Private Wealth, PMS and AIF fund related queries

- Ensure delivery of various MIS reports as per requirements

- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

- Ensure discipline of asset allocation

- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

- Continuous learning, to be better equipped than our competitors

- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

- Revenue Generation

-Build AUA

Skills :

- Excellent communication

- Proven skills of significantly improving the structure and readability of written communication

Competencies :

- Lives the Company Values

- Business Awareness & Market Knowledge

- Customer Centricity.

- People Connect

- Result Orientation

- Networking Ability