Recruiter at People Search Junction
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Manager/AVP - Assets Under Management Sales/Wealth Management (8-15 yrs)
Designation: Assets under management sales/Wealth Management -Manager to AVP
Location: Bangalore/Hyderabad/Chennai/cochin
Salary: 8 lacs to 20 Lacs
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High Net worth clients
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
- Will be responsible for primarily selling all kind of Equity based investment products,
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
- Provide regular updates to the immediate superior as an when required
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