Head - Mutual Funds For The Delhi,mumbai,pune,kolkata,ahmedabad,lucknow & Jaipur @ Z2 Plus Placement

Job Description

Job Description :
-The Head will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). -Maintaining client relationships and generate AUM from preferred clients.
-Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
-Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
-To coordinate with product and research team for taking investment decision for the clients.
-To conduct and assist in organizing seminars, workshops and other business development activities.
- To take care of the complete SBU of the Privilege Wealth Management of the organization.
Skill Set
-Must be able to handle a team of 15 - 20 Managers / AM / RMs.
-Relevant past experience is mandatory.

Employement Category:

Employement Type: Full time
Industry: Recruitment
Functional Area: Banking
Role Category: Business Development Manager
Role/Responsibilies: Head - Mutual Funds For The Delhi,mumbai,pune,kolkata,ahmedabad,lucknow & Jaipur

Contact Details:

Company: Z2 Plus Placement
Location(s): Pune

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