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AVP/VP - Sales - Financial Services (5-20 yrs)
5-20 years
Delhi ncr, Mumbai, Bangalore / Bengaluru + 2 more
AVP/VP - Sales - Financial Services (5-20 yrs)
Confluence
posted 2mon ago
Job Description
- Providing financial advice and implementing financial planning recommendations for high net-worth clients.
- Candidates will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities
- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
- Buying & selling stock research to the client.
- Managing investments.
- Building client relationships and actively engaging in client acquisition.
- Addressing client needs through product Solutions.
- Assuring service quality and client satisfaction.
- Complying with all company policies and procedures.
- Maintaining current knowledge of wealth products solutions
Functional Areas: Sales
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