AVP/ SR Manager For Wealth Management Company in Connaught Place

AVP/ Sr. Manager For Wealth management Company in Connaught Place, New Delhi - Salary:- 18-30 lpa

Key Responsibilities

1. Client Acquisition: Identify, prospect, and acquire new clients through various channels.

2. Financial Planning: Understand clients' financial goals, risk tolerance, and investment

objectives to provide tailored solutions.

3. Product Knowledge: Stay updated on financial markets, products, and regulatory

requirements to offer informed investment advice generated by In house Technical and

Fundamental Research Teams.

4. Sales and Relationship Management: Build and maintain strong relationships with clients,

providing excellent customer service and ensuring client retention.

5. Transaction Execution: Facilitate buying and selling of securities, either by himself (if

NISM qualified) or through Certified Dealers, ensuring compliance with regulatory

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• Experience

  10 - 20 Years

• No. of Openings

  1

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Gurgaon, Haryana