Private Wealth Manager Rajas Consultancy And Placement Services Hiring For Client
Rajas Consultancy And Placement Services Hiring For Client
Office Location
Full Time
Experience: 6 - 6 years required
Pay: INR 2400000 - INR 3600000 /year
Type: Full Time
Location: Pune
Skills: Wealth management, hni acquisition, Asset management, uhni, aum
About Rajas Consultancy And Placement Services Hiring For Client
Job Description
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We are looking out for Dynamic Wealth Management Professional ,as below :
Company Profile :
The flagship financial services company, that caters to the diverse needs of retail, corporate and institutional customers across businesses.
Position : VP - Associate VP - Wealth
Purpose : Manage Private Wealth of more than 100 cr.
Location : Pune
Job Requirements
Strong client UHNI network and relationships
Exceptional communication skills
Ability to think Big
High on integrity
Passionate, Ambitious & perseverant, Entrepreneurial mindset
Relationship management skills, Collaborative approach and a team player
Experience : 5+ years of experience into Private wealth management.
Education : Graduate with MBA from Premier B schools
Job Responsibilities :
Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
Sharing model portfolios with clients
Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Candidates possessing required exposure may please share their CV on smartopening@gmail.com along with following summary :
- Exposure to Private Wealth Management
- AUM Managed
- Present Salary (CTC)
- Expected Salary (CTC)
- Notice Period
- Birth Date & Age
Regards
Sawant
8355998309
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