Sr Private Wealth RM

Quotient Consultancy
  • Mumbai
  • 12-18 lakh
  • 3-8 years
  • Views
  • 17 Oct 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Grade: upto AVP
Max CTC: upto 18 Lacs
Wealth Group
Position/Function Wealth Management Sales
Level (Range) Associate/Senior Associate/AVP (Designation depending on the level of
seniority & the number of years of experience in the wealth domain)
Location Ahmedabad
Qualification MBA
Critical Exp.
Essential
Candidate should have understanding in Equities (must), 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

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy