Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
07/01 Akriti
Recruitment Analyst at Vrinda Global Pvt. Ltd.

Views:72 Applications:28 Rec. Actions:Recruiter Actions:15

AVP - Wealth Management - Broking & Securities Firm (8-16 yrs)

Mumbai Job Code: 105296

- Having good experience of managing relationship with High Net-worth Individuals and Corporates.

- Having good understanding about the long term and short term needs of various types of investors and recommending appropriate strategy to offer best solution to the client & promoting in-house products of the organization and other manufacturers.

- Discussing with clients their financial goals and educating clients to accomplish them along with determining the risk tolerance of the client.

- Managing a decent size of client AUM across different financial products.

- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.

- Assisting HNI clients to review performance (Risk and Return) & gaining insight on the client perspective about prospects of growth of investments, sharing information about market conditions and trends.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients

- Ability to cross sell products based on risk profile and suitability

- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.

- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables

Kindly share updated CV & fill below details:

Name of Candidate
Current CTC : 
Expected CTC :
Notice Period : 
Current Location : 
Total Experience : 
Current Company : 
Designation & Grade : 
Ticket Size Managing : 
No. of Clients : 
AUM/Portfolio Amount : 
Reporting to : 

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Add a note
Something suspicious? Report this job posting.