AVP/ VP - Wealth Management - HNI

Intellectual Capital
  • Mumbai
  • Confidential
  • 8-10 years
  • 31 Aug 2015

  • Sales/ Business Development/ Account Management, Investments

  • NBFC, Financial Services/ Capital Markets
Job Description

Education Preferred: Post Graduate Qualification/ MBA in Finance or Marketing

- Indicative Work Experience 8 to 10 years (Total relevant work experience)

- Nature of Previous Work Experience Experience of managing HNI client relationships as a part of Wealth management division of banks/boutique wealth management firm, Part of PCG desk of securities firms, NBFC firms

- Role Description Must be an individual revenue writer in current role or for in a previous role continuously for a period of 3 - 5 years; must have prior experience in generating leads and acquiring business from HNIs - should have strong relationships with most of his HNI clients for a minimum period of approx. 3 years

- Product Exposure At least 3 years experience with sales of Equities, Debt, Alternative investment products, should be well versed with current market trends and product information so as to provides clients with appropriate financial advice

Competencies/Skill sets for this job

Wealth Management Marketing Sales Business Development

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About Organisation

Intellectual Capital