Posted on March 3, 2009 by The Mentor
Immediate opening for Wealth Managers for a MNC financial Services company based in Mumbai and present across 9 cities with more than 40 branches. to apply mail your resume to subramani@atozhrservices.com or call +91.98202.93903
Job Profile
- HNW Client acquisition and in certain cases deepening of existing investors wallet share.
- End to end financial solutions for HNW Client keeping in view, the ultimate objective of generating revenue for the organization
- Managing portfolio asset allocation across asset classes, debt, equity, venture/private equity funds & structured products, life & non life insurance.
- Candidates with an in depth understanding of capital market products would receive preference.
- Strict KYC adherence & compliance with the organizations policies in all client interactions.
- Co-ordination with other units (service & operations) for query resolution.
- Building equity oriented AUMs with month on month increments in AUM
- Understanding Revenue generation & effective utilization of available resources to meet revenue targets from the available product mix.
- MIS reporting as required by the management at regular intervals
Candidate should have 3-4 years over all experience in handling and servicing HNI clients and should be a sales oriented aggressive person with pleasing personality and strong communication and presentation skills.
CTC will be in the range 4 – 5 lacs
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Filed under: Mumbai, Wealth Manager
