Senior Vice President/Vice President/Assistant Vice President - Wealth Management (8-25 yrs)

AVP / VP / Sr VP: Wealth Management

Client: NBFC

Experience: 8 to 25 yrs To prospect, acquire and retain clients

Locations: Delhi, Mumbai, Chennai, Jaipur, Hyderabad, Bangalore

Requirement:

- Experience in Private Wealth / Private Banking

- To achieve budgeted targets in terms of number of clients

- To understand clients needs & requirements and accordingly position products & services

- Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management.

- To coordinate with product and research team for taking investment decision for the clients

- To recommend strategies clients can use to achieve their financial objectives,

- To contact clients periodically and determine if they are satisfied with the service and returns generated.

- To provide various investment performance reports and summaries to the clients

- To build and maintain client bases, along with relevant comments/remarks for future reference

- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

- To prepare the MIS reports in the specified formats