Assistant Vice President-wealth sales

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  • Delhi, Mumbai, Gurgaon, Noida
  • Confidential
  • 11-31 years
  • Views
  • 27 Apr 2017

  • Investments

  • Financial Services/ Capital Markets, Venture Capital/ Private Equity
Job Description

Job Responsibility
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.
* candidate from advisory/retail chane/team aum achievement are requested to not to apply
* only wealth individual sales required, AUM above 100cr

Job Posted By

Kapil sharma

About Organisation

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