Position: Wealth Management, Mumbai  Designation: VP/ AVP/ Sr. Manager  Experience: 5 to 10 yrs  Location: Mumbai  Responsibilities :  1. Managing and growing existing client’s relationship effectively  2. Providing customized professional financial advisory services to individuals and businesses  3. Marketing a comprehensive range of financial products and advisory services to potential clients ( Equity Advisory, Mutual Funds, Bonds, Structured Products, Real Estate Advisory)  4. Reviewing and monitoring client’s financial progress and status regularly  5. Actively sourcing and prospecting for potential clients  The role is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.   Should have significant experience in a front ending/client facing role.  The incumbent will be responsible in building and maintaining long term relationships with a portfolio of financially successful clients, Financial portfolio advisory, Private Client Wealth Management and Asset Allocation Planning, Wealth Distribution, Estate Planning , Managing a foray of Wealth Management products etc  An Ideal candidate would be highly ambitious and driven to excel beyond the expected; In addition to having a keen sense of integrity and entrepreneurial spirit, they should possess first class interpersonal and communication skills.  In case if your profile is not matching to the above mentions criteria’s, please forward this mail to your friend or colleagues who can explore this opportunity.  We will screen your profile in detail and revert you all possible job position matching to your cv.   Either me or my team member will call you to discuss the JD suitable and share with you a detailed presentation about the company. If no call back than not suitable for this particular position or still under evaluation for any other suitable profile.   You can also add me to your linkedin connection or send me invite. I will try my best to keep you updated about various job opportunity in your sector and suitable to you.   In case if your profile is not matching to the above mentions criteria’s, please forward this mail to your friend or colleagues who can explore this opportunity.   Manish Rajawat  Director  Intellectual Capital HR Consulting Pvt. Ltd  A/405 Galleria, Hiranandani Gardens,  Powai, Mumbai 400 076   (M) 98197 48611  www.intellectualcapital.co.in  http://www.linkedin.com/pub/manish-rajawat/6/810/224

Mumbai

VP/AVP/Sr Manager - Wealth Management 

VP/AVP/Sr Manager - Wealth Management  ,Job Description for VP/AVP/Sr Manager - Wealth Management  in Intellectual Capital in  Mumbai for (5-10) years of experience. Apply Now!

Job Description for VP/AVP/Sr Manager - Wealth Management  in Intellectual Capital in  Mumbai for (5-10) years of experience. Apply Now!