Avp Wealth Relationship Manager Hni/uhni Iim/fms/mdi/xlri (8 15 Yrs)
Job Description
AVP- Wealth Relationship Manager- 8+ years
Looking for a professional with at least 8 years as Wealth Relationship Manager who is proactively involved in Onboarding, Handling and Managing HNI / Ultra HNI clients. If this sounds aligned, apply with us!!!
Location: Kolkata
Your future employer: An investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs) and ultra- HNIs, with extensive use of technology abled platforms.
Responsibilities:
1. Onboarding, Handling and Managing HNI / Ultra HNI clients.
2. Achieving Annual revenue, AUM & Strategic product targets in the respective geography.
3. Aiming for consistent growth of customer wallet share and book size.
4. Advising and meeting clients on their business and investment needs based on their risk appetite.
5. Constantly reviewing client portfolios
6. Adhering to all regulatory, statutory, and corporate compliance standards.
Requirements:
1. 8+ yrs of experience in Wealth Management space
2. Must have completed MBA from a premier business school.
3. Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
4. Good communication and presentation skills.
What is in it for you?
1. Fast track career growth
2. Market leading remuneration
3. Liaise extensively with stakeholders
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Job Detail
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Job IdJD3218762
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKolkata, West Bengal, India
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EducationNot mentioned
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ExperienceYear