Designation:Relationship Manager/Cluster Head/Account Director/VP/SVP - Wealth Sales - HNI
Company Name:Leading NBFC
Key Skills: Sales #BFSI Sales #Wealth Management #Fixed Income #Banking #Private Banking
Sector: Banking,Financial services,Insurance
Industry Vertical: InvestmentBanking
Functional Area: Wealth Management
Experience: 05-15yrs
CTC: -Lacs
Location: Ahmedabad,Bengaluru/Banglore,Hyderabad/Secunderabad,Kolkata,Hyderabad/Secunderabad,
Job Posted on: 11-01-2016
Prefered Level: Senior
Job code: Wealth Sales-HNI
Job Description:
) Understand in detail clients investment needs & create a long term Asset Allocation plan. 2) Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds. 3) Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity. 4) Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth. Candidate must carry his book / AUM with him.
Company Profile:
Leading NBFC
Additional mail id:
Contact Details:
Company:sigmasix consulting services
Contact Person:sanvi
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