Recruitment Specialist at Talengage
Views:8 Applications:2 Rec. Actions:Recruiter Actions:0
Assistant Vice President/Vice President/Senior Vice President - Wealth Management - Mutual Fund/PMS (5-20 yrs)
Wealth Manager/Sr Manager/AVP/VP
Client - NBFC/Fintech
Experience - 5 to 25 yrs
Location - Delhi/Mumbai/Pune/Bangalore/Hyderabad
Education - Graduate/PG
Roles & Responsibilities :
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.
- Experience working in a Private Bank/Wealth Management set up.
- Selling of products : Mutual Funds, PMS, Structured Products , etc.
- Handle and manage clients.
- Experience of advising clients across asset classes
- The Relationship Manager will be 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 (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
