Sr Manager/AVP - Financial Advisor - Wealth Management - HNI

Company: Our client is a well diversified financial services firm offering a range of financial products and services such as Wealth Management , Broking, Distribution, Commodity Broking, Portfolio Management Services , Institutional Equities, Private Equity and Principal Strategies,etc.

Designation: Sr. Manager/ AVP - Financial Advisor- Mumbai, Bangaluru, Ahmedabad, Kolkata

Location: Mumbai, Bangaluru, Ahmedabad, Kolkata

Qualification: MBA

Experience: 5 to 10 Years

Job Description:

Job Profile:

- Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services.

- Build and Manage relationships that result in successful long term partnerships

- Cross selling the basket of Investment Products of company to all clients.

- Maintaining and leveraging on the relationship with clients acquired.

- Generating referrals and other such ideas to continuously grow business in terms of revenue, AUM and count of Eligible families.

Candidate Profile:

Must Haves:

- Excellent Communication & Presentation skills

- Essential 5 + years of experience in Wealth Management unit managing acquisition of HNI, UHNI, Corporate Clients

- Must be from a broking or banking background

Nice to Have

- Social and Influencing skills

- Ability to develop long term relationships

- Sales & Relationship management experience is necessary and must be demonstrated

Educational Qualification:

- MBA or CA or CFA

- AMFI Certification

- IRDA

Shilpa Nair
022-25476846 | 08879252777
Principal Consultant
Vitasta Consulting Pvt. Ltd.