Senior Financial Advisor - Ultra HNI

Adroit india financial advisory
  • Kolkata
  • 10-15 lakh
  • 6-10 years
  • 23 Jun 2015

  • Senior Management-Sales

  • Banking - Retail
Job Description

1. End to End Client Relationship Management - advising as per risk profile of the client.

2. Handling a book size of at least 100-120 cr plus AUM and Ultra HNI with expectation that in the first 8-10 months they will move 30% - 40%.

3. The revenue to be generated would be 75L-1Cr

4. Should have very strong client relationships with Ultra HNI's which can be converted.

5. Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place for Private Wealth Team.

The Successful Candidate - Minimum 6 - 10 years experience in Finance services of which atleast 3-4 years in the Product viz:

- Client handling ultra High Net worth clients.

- Thorough knowledge of all capital market products for HNI's

- Effective and clear communication both oral and written, Persuasive selling skills

- Pleasing personality

- Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.

Competencies/Skill sets for this job

Ultra Hni Clients Hni Financial Revenue Client Handling Private Wealth

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Adroit india financial advisory