Z-654 | AVP-Wealth

Industry : Leading Broking

Sub Department : Wealth & Investments

Department : Sales & Marketing

: Dudheshwar Tavdipura

: Ahmedabad

: India

: 15 - 18 p.a (INR Lacs)

: 7 - 15 Year

Job Preference :

Qualifications:- An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience:– Minimum 7-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

General Competencies:
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
Result oriented

Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)

Team handeling - Recruitment, Training and Productivity of Team members.


Job Description :

  • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
  • Maintaining client relationships and generate AUM from preferred clients.
  • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

Qualification :


Skills :

Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process inputs provided by research team and other sources and apply them to the specific context of several clients. Good oral and written communication. Good Interpersonal & Analytical Skill

User Login

Click To Login With Demo User
Candidate Employer

Forgot Password?

Sign Up

Candidate Employer