Hiring for Avp/vp/svp - Wealth Management Sales - Wealth Group in Delhi/NCR(National Capital Region) (Job in Mumbai)
(Not Shown) (Please mention IndiaDynamics.com when contacting)
Job Description:Position/Function Wealth Management Sales Level (Range) AVP/VP/SVP (Designation depending on the level of seniority & amp amp the number of years of experience in the wealth domain) Location Mumbai, Delhi, Bangalore Qualification MBA / CFA / CA / Post Graduate 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 & amp amp 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 & amp amp A, and Private Equity. Handle the clients - investment portfolio the core thrust is on asset allocation and managing complete family wealth.