SVP/VP/AVP-Wealth Management Sales

Talent Connectors
  • Delhi, Mumbai
  • 15-45 lakh
  • 5-30 years
  • Views
  • 25 Apr 2017

  • Sales & Marketing, Advisory, Investments

  • Investment Banking, NBFC, Financial Services/ Capital Markets
Job Description

Critical Exp. Essential
Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.

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.


Job Posted By

Ravi Kumar
Consultant

About Organisation

Talent Connectors