Senior Manager/Assistant Vice President - Family Office & UHNI - BFS
Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 1 week ago
10-12 years
Mumbai,Navi Mumbai
work from office
Posted: 1 week ago
|
Applicants: 92+
Job Description
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Job Description
Location - Mumbai,
A. Position Details
Work Experience : 10-12 years of experience preferably in sales / in wealth management / Pvt. Banking.
B . Department: Channel & BD
- Critical Skills Required Expertise in PMS/AIF/Asset Allocation strategies. Strong understanding of financial Markets.
- Building & Maintaining strong relationship with Clients and deep understanding of the industry & Competitors
C. Role Purpose
Looking to get Placed? Try our Placement Guarantee Plan
- Candidate will be responsible for managing & growing relationships with UHNI / family office
D. Key Accountabilities
- Client Relationship management with existing customers.
- Add value to the family offices / UHNI / promoters for their investment portfolio through MF / PMS / AIF
- Acquire New family offices / UHNI through referrals
- Design & Implement Asset Allocation strategies for the customers
Skills
SalesPrivate BankingBFSI SalesBankingWealth ManagementPmsAsset AllocationFinancial MarketsInvestment PortfolioWealth ManagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
28 Jun 26, 07:17 PM IST
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