Practice Lead at Gi Group
Views:176 Applications:73 Rec. Actions:Recruiter Actions:0
VP/Senior VP - Wealth Sales - HNI (10-20 yrs)
Would request you to apply with your Current CTC, Expected CTC & Notice Period.
Job Responsibilities:-
- 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.
- Focus on revenue both personal and team targets and team profitability
- New Client development and acquisition
- Periodic review of target v/s actual achievement RM wise
- Working closely with other team leaders to increase cross sale within different geographies and within WAs to improve overall revenues.
- Developing Business through multiple products
- Differentiating our offerings in the market place by increasing self knowledge to improve client impact.
- Deepening existing relationships and gaining more referrals
- Developing new product ideas to improve revenue generation
- Employee Development
- Retention
- Knowledge Building
- Motivating Team
Critical Exp. Essential Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.
Qualification:-MBA / CA
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
