Vice President

  • Bangalore, Delhi, Mumbai
  • 15-25 lakh
  • 10-15 years
  • Views
  • 30 Jun 2017

  • Finance/ Accounts, Investments

  • Financial Services/ Capital Markets
Job Description

Job Description

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

- Cross Selling of other financial products like MF and Structured products

- Will be responsible for primarily selling Equity based investment products.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

- Provide regular updates to the immediate superior as and when required.

Competencies/Skill sets for this job

Financial Services Strategy Financial Modelling

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