Assistant Vice President - Sales - Financial Services (10-12 yrs)
Job Title : AVP (Assistant Vice President)
Experience Required : 10-12 Years
CTC : 40 LPA upto
Location : Kolkata
Work Mode : On-site
Qualification : Graduate or Post Graduate
Primary Skills : Relationship Management
Job Description :
We are seeking an experienced AVP to join our team in Kolkata. In this role, you will be responsible for managing and growing relationships with High Net-Worth Individuals (HNI) and handling a substantial portfolio of assets. Here's a breakdown of what the job entails :
- Client Acquisition : You will actively seek and acquire high-quality HNI clients through various methods, including networking, database management, and market research.
- Client Management : You should have a strong network of existing clients and be well-versed in local market trends. You will be responsible for managing a minimum of 25-30 clients and handling an Assets Under Management (AUM) of at least - 12-15 crore in equity and investment products.
- Sales & Promotion : Promote the focus product of the month and sell various financial products such as mutual funds, insurance, portfolio management services (PMS), and structured products.
- Experience : Ideally, you should have experience in banking and broking industries, with a - proven track record of managing HNI clients and substantial bank AUM.
Technical Skills :
- In-depth knowledge of the capital market
- Proficiency in portfolio management
- Expertise in financial planning
