Recruitment Specialist at Talengage
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Assistant Vice President/Vice President/Head/Lead/Relationship Manager - Private Wealth (5-15 yrs)
Private Wealth - VP/AVP/Head/TL/RM
Client - NBFC/Fintech
Experience - 5 to 15 yrs
Locations - Ahmedabad, Mumbai, Delhi, Hyderabad, Bangalore, Pune, Bhubaneshwar, Jamshedpur, Ranchi, Coimbatore
Education - Graduate/PG
Requirement:
- Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
- Establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Roles & Responsibilities:
- Experience working in a Private Bank/Private Wealth Management set up.
- Selling of products : Mutual Funds, PMS, Structured Products , etc.
- Handle and manage clients.
- Experience of advising clients across asset classes
- Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
