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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | General / Other Software |
EmploymentType | Full-time |
Eligibility Criteria : Only Indian Citizens are eligible to apply Location : Mumbai/ Navi Mumbai Eligibility Criteria : Only Indian Citizens are eligible to apply Location : Mumbai/ Navi Mumbai Educational Qualifications : > CA or MBA in Finance from reputed recognized Institution/University > NISM certification in Investment Advisory Level I and II Work Experience Skill Sets Required : > Applicant should have overall experience of around 20 years finance domain out of which minimum 5-10 years of experience in Wealth Management / Investment Advisory Business as a Group Head / Cluster Head / Division Head > Comprehensive knowledge of Equity/Commodity Broking, Fixed Income, Bond, PMS, MF, insurance and other investment products. > Team handling experience of more than 5 years. > Should have good communication and presentation skills. > Relationship building skills. > Should be a Team Player, Productive and Target Oriented. Key Competencies : > Driving Business Excellence through innovation and transformation . > Market and Competitor Analysis. > Profit Center Operations. > Formulation of Market Strategies. Key Responsibilities : > Financial Planning > Client Servicing with focus on HNI Clients > New Business Development and Marketing > Team Handling > System Development / enhancement as per Business requirement > Dealing with various Stakeholders / Internal Teams for day to day operations > Ensuring Regulatory Compliance, handling Audit and Inspections by Internal/External Auditors/SEBI/ Regulatory Authority > Reporting to Management with respect to various MIS/Reports > Any other role incidental to the portfolio ,
Keyskills :
sales derivatives trading nvestmentadvisory fixedincome newbusiness customerrelations financialplanning teamhandling businessexcellence regulatorycompliance profitcentre systemdevelopment newbusinessdevelopment investmentproducts businessde