AVP - BD - Wealth Management

Adroit india financial advisory
  • Kolkata
  • 10-15 lakh
  • 9-14 years
  • 112 Views
  • 23 Jun 2015
dfdf

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Job Description

- While being a Brand Ambassador, the AVP will get a chance to build an entrepreneur like business.

- Offer holistic Wealth Management solutions to HNI and UHNI clients.

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Basis client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured products, Bonds etc to clients. Also sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched.

- Build strong cross-functional relationships within the franchise for business generation through cross sell

- Ensure the highest levels of service to clients

- Keep self updated on changes in any Market/Compliance/Regulatory processes/norms

- Ensure 100% compliance to Audits, Controls and Processes

Reporting to VP

CA/MBA from a premium Institute

Skills

- Must have excellent communication skills

- Should be savy with corporate presentations

- Self driven, target oriented individuals preferred.

- Should have the ability to work as part of a team and guide a team

- Flexibility of working in cross functional areas would be an added advantage


Competencies/Skill sets for this job

Clients Investments Wealth Management Uhni Engagement Corporate

Job Posted By

About Organisation

Adroit india financial advisory