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Chief Manager / AVP / VP - Wealth Management

Keywords / Skills : Chief Manager / AVP / VP - Wealth Management, Client Service, Financial Planning, Business Development, investment sales, relationship management, hni sales, wealth management, sales, marketing, business development, relationship manager

9 - 19 years
Posted: 2019-07-01

Banking/Accounting/Financial Services
Sales/Business Development
Business Development Manager
VP/ GM/ Head - Sales
9.00 - 13.00 lacs
Posted On
1st Jul 2019
Job Description
Chief Manager AVP VP - Wealth Management
About Company:A leading financial services company. Company offerings span across Wealth Management, Equity Broking, International Finance, Trade Finance,Insurance Broking & Commodity Broking By Subsidiary, Etc. and provide a holistic solution for the client.


Minimum 10 years in relevant profile

· Ability to foster teamwork and motivate colleagues.

· Capacity to work with demanding clients and diverse groups of people.

· Client-centered focus

· Excellent strategic thinking ability

· Excellent communication and negotiation skills. Must be fluent in local language, English, Hindi

· Results driven

· Self-confidence, personal integrity, credibility

· Enthusiastic, positive energy

· Skilled at analysing and solving problems

· Team player

· Very good interpersonal skills

· Must be aware of the local market

· Sales/marketing skills and demonstrate ability to deal with HNI's & Corporate at a senior level.

· Must have sound knowledge of all Wealth Products including Equity/Commodity Broking, Fixed Income, MF, Bond, Fund Exchange, PMS, etc.

· Required Qualification :- minimum Graduation

Nature of Job:

1) Client Service:-

· Extensive communication with clients.

· Ability to discuss investment performance, economic and market trends

· Presentations to clients on financial and tax planning options and opportunities.

· Profiling Customers and provide financial products to meet customer needs

· Formulating the strategies to increase the client base and acquisition of Institutional clients.

· Providing advisory services into various instruments like, MF, PMS, Bond, Equity.

· Client meeting planning, facilitation and presentation.

· Develop and/or deliver private wealth education sessions to clients and his peers.

· Assist in developing, implementing and communicating new procedures, products, and portfolio enhancements to service the clients.

2) Financial Planning:-

· The core task is to strategize, drive and increase wealth business in order to achieve revenue targets in the Wealth segment.

· Develop a knowledge of the client's entire financial and family situation and be able to structure a goal based investment and financial plan.

· Understand and coordinate income tax planning and work closely with client tax advisors.

· Evaluate and discuss options to meet client philanthropic goals.

· Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered.

3) New Business Development and Marketing:-

· Develops leads and referrals from current clients and outside contacts.

· Participate in sales meetings with prospective clients.

· Represent Organisation's investment philosophy/views to colleagues, clients and prospects in person, or by written commentaries/white papers

· Assist the Product and wealth team with market and stock research.

· Selling products of Mutual Fund, Bonds, IPO and also Cross selling of other financial products of the organisation.

Job Location: Delhi

Chief Manager AVP VP - Wealth Management, investment sales, relationship management, hni sales, wealth management, sales, marketing, business development, relationship manager,

Please share the below details and send your resume to radialhr{at}gmail[dot]com for us to expidite the process:

Email Subject: #992061- Chief Manager / AVP / VP - Wealth Management

Position applied for:Chief Manager AVP VP - Wealth Management

Total Exp:

Relavant ?:

Current CTC:

Current Location:

Willing to work at Delhi?:


Expected CTC:

Notice Period:

Job Posted by:Radial HR Solutions

About Company
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