Avp - Mumbai, India - Lateral HR

Lateral HR

Verified Company

Mumbai, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Our Offering:

Open Architecture
Flexibility and choice in terms of product and service offerings from a wide range of products & services other than the regular Banking products:
Real Estate (residential, land, capital markets)
Direct Equity
Investment Banking solutions
Private Equity including coinvestment opportunities
Structured Products
Mutual Funds
PMS
Fixed Income/Bonds
Trust Services
Off shore Funds
Extensive support from the Investment & Family Office Advisory team to help get a better wallet share of the existing customers by offering complete advisory and investment solution
Right mix of People/Product/Brand and Platform
Leadership expertise and joint efforts on client relations
Qualification: Graduate/Post Graduate
Experience: Relevant wealth management experience of minimum 7 to 8 years
Industry: Financial Services, Broking House (Preferably Wealth Management exposure)

Job Summary

Responsibilities:

To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile
To meet the revenue and product mix targets
Gateway to any requirement from I-Sec.
Recommendation of products as per client requirement.
Manage 40 to 50 clients
Should generate revenue of 5 times cost.
Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.
Should maintain & continuously develop high end client base.
To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products,

HNI:
Investment Banking & Estate Planning.