AVP - Wealth
Job Description:
- Responsibility of Wealth Management Advisory.
- Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
- Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
- Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
- Ensuring customer satisfaction by customized and efficient support.
- Innovating and exploring new products from time to time to achieve acquisition and revenue targets.
- Focus should be on AUM.
Desired Profile / Criteria / Skills :
- Required experience in Third Party Product & Distribution / Wealth Management exclusively. Self-motivated, dynamic, target oriented & goals achiever who can work independently.
- Should possess excellent communication skills & presentation skills.
- Should be open to change and work in a healthy atmosphere.
Offered Benefits / Facilities :
- Great Incentives Structure
Company Profile
Group company started in the year 1990, It is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. It believes in growing with its clients and creating valuable relationships.
It brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.
Its dedicated --- Managers develop personalized --- management strategies for the clients by listening to them and understanding their financial needs and goals.
The investment solutions here cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.