DVP/AVP/Portfolio Manager - Wealth Management - BFS

DVP/AVP - Wealth Management

Position : DVP/ AVP/ Portfolio Manager

Reports to : Zonal Head / Head of Sales (Wealth)

Location - Mumbai, Delhi, Kolkata, Bangalore

Qualification :

- Post Graduate / MBA from a reputed institute.

Experience :

- Minimum of 8 - 12 years of experience

CTC - 40- 50 Lacs pa

Job 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.

Regards,
Ravi Suryawanshi
SR Executive Search