Career Consultant at Temlease Services
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AVP/VP/SVP - Private Wealth - NBFC (7-15 yrs)
We are currently hiring for a AVP/VP/SVP - Private Wealth - Sales for a Leading NBFC
Find below job specification of the same.
Designation: AVP/VP/SVP - Wealth Management Sales
Location: Mumbai / Delhi / Kolkata
Positions : Multiple
Job Description:
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
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