VP/ Senior Vp-wealth Sales

10 - 20 Years
Mumbai, Delhi NCR, Pune, Bengaluru

Job Description

Would request you to apply on withika.shiwani@gigroup with your Current CTC, Expected CTC & Notice Period.

Job Responsibilities:-

Understand in detail clients investment needs & create a long term Asset Allocation plan.

Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

- Focus on revenue both personal and team targets and team profitability

-New Client development and acquisition

- Periodic review of target v/s actual achievement RM wise

- Working closely with other team leaders to increase cross sale within different geographies and within WAs to improve overall revenues.

-Developing Business through multiple products

- Differentiating our offerings in the market place by increasing self knowledge to improve client impact. - Deepening existing relationships and gaining more referrals

- Developing new product ideas to improve revenue generation

-Employee Development


-Knowledge Building

-Motivating Team

Critical Exp. Essential Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Qualification:-MBA / CA

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Senior Management


Employment Type:Permanent Job, Full Time

Key Skills

Desired Candidate Profile

Please refer to the Job description above


PG:CA, MBA/PGDM - Any Specialization

Company Profile

M/s Gi Human Resources And Services Pvt. Ltd.
Gi Group is one of the world's leading companies providing a full range of HR Services.
View Contact Details+

Recruiter Name:Withika Shiwani

Contact Company:M/s Gi Human Resources And Services Pvt. Ltd.

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