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Vice President/Senior Vice President - Client @ Planet Solutions

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 Vice President/Senior Vice President - Client

Job Description

:
- Identify potential UHNI individuals with financial assets of over - 10 Crs.
- Sourcing/ Acquisition of clients which fit into this category.
- Facilitate Meetings/Interactions to culminate in signing up as a client of the firm.
- Manage relationships on an ongoing basis.
Growth Potential:
- Advantage of being an early mover in an emerging segment of Family Office/ Investment Advisory.
- Opportunity to be a part of growth of a young company as it grows in size and stature
- Significant learning potential with the firm expanding in capabilities.
- Self-initiative to be rewarded well
- Opportunity to develop a client roster of some of the richest Indians.
- Entrust Family Office follows a 'Deliver and Grow' mantra for employees. Immense potential for an individual to gain experience, perform well and take on larger responsibilities within the firm.
- 'Growth from within' policy shall favor early employees with proven delivery track record.
- Financial services are one of the best paying segments and over time, as the individual displays consistent performance, emoluments will commensurately grow.
Work Environment:
- Family Office provides an opportunity to utilize and upgrade/acquire skills.
- Backed by a robust advisory process and strong back-end infrastructure.
- Significant training and mentoring on the job.
- A friendly and interactive atmosphere with flexible protocols.
- Flat hierarchical structure

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: General / Other Software
Functional Area: Not Applicable
Role/Responsibilies: Vice President/Senior Vice President - Client

Contact Details:

Company: Coe Solution
Location(s): Bengaluru

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Keyskills:   reporting corporate finance sales marketing family office finance private equity

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Planet Solutions

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