AVP Wealth Manager- Client Mapped / Book Mapped (A Leading Bank)#P.C
1. 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
2. To meet the revenue and product mix targets
3. Gateway to any requirement .
4. Recommendation of products as per client requirement.
5. Manage 40 to 50 clients
6. Should generate revenue of 3 - 5 times cost.
7. Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.
8. Should maintain & continuously develop high end client base.
9. 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.
10. To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received
Keyskills: customer requirements finding opportunities fixed income mutual funds investment products product mix hedge funds stock market
Connectionphase is one of the largest Mobile Application and Web Application Development Company in India. We have over 500Clients. In a short span of time Connectionphase has scaled to more than 20 orders per month. We are working in the international market with the global clients from the countri...