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Job Location | Vadodara |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Management Consulting / Strategy |
Functional Area | Sales / BD |
EmploymentType | Full-time |
- MBA with 3 - 5 years relevant work experience in a Wealth management/Private Banking platform.Ticket Size - mini 25 Lacs.Client Acquisition and Client management exp is must. Key responsibilities:- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.- Showcase entire product suite of the Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.- Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.- Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.- Achieve revenue objectives as assigned by the organization.- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.Skills required:- Self-starter, proactive & target oriented.- Strong networking & relationship building skills.- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.,
Keyskills :
mutual fundsbankingcustomer relationswealth managementclient managementfinancial servicessalesmarketinginsuranceprivate clientsindepth analysis