AUM Capital Market - VP/AVP/Chief Manager - Wealth Management (5-20 yrs)

This is an individual role. (Not a team-leading one)

- Local candidates will be considered.

- Minimum experience of 4 years & above in Wealth Sales.

- Candidates with Wealth Management experience will only be considered.

- Client acquisition, activation of inactive clients, client retention.

- 360-degree Financial planning of HNI, UHNI and Corporate clients.

- Analyzing Risk profile of clients and pitching the right product.

- Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.

- Successfully developing and maintaining clients- relationship

- Understanding capital market scenarios and knowledge of Wealth.

- Managing and building a financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.

- Competitive landscape understanding (Competitor activity, new product development).

- Sales promotions to increase client base.