Your browser does not support javascript! Please enable it, otherwise web will not work for you.

AVP - Wealth Management in a leading financial @ Leading Financial

Home > Trading, Asset & Wealth Management

 AVP - Wealth Management in a leading financial

Job Description

Roles and Responsibilities

Responsibility of Wealth Management Advisory.

  • Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
  • Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
  • Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
  • Ensuring customer satisfaction by customized and efficient support.
  • Innovating and exploring new products from time to time to achieve acquisition and revenue targets.
  • Focus should be on AUM.


Desired Candidate Profile

  • Required experience in Third Party Product & Distribution / Wealth Management exclusively. Self-motivated, dynamic, target oriented & goals achiever who can work independently.
  • Should possess excellent communication skills & presentation skills.
  • Should be open to change and work in a healthy atmosphere.




Perks and Benefits


+ Incentive, Reimbursement & other benefits.


Due to high no. of application received, there might be possible that we are not able to connect you but in case you find your profile suitable for the role you may use following Chat Support.

You may also share your profile via WhatsApp(Chat Only) :89019 51515

You may use this link to chat on WhatsApp:
https://wa.me/918901951515


Job Classification

Industry: Financial Services (Broking)
Functional Area: Financial Services (Broking)
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: A leading financial
Location(s): Delhi, NCR

+ View Contactajax loader


 Fraud Alert to job seekers!

₹ 20-35 Lacs P.A

Similar positions

PCG Advisor in leading Broking - Navi

  • Acme Services
  • 3 - 8 years
  • Multi-City, India
  • 1 month ago
₹ 5-13 Lacs P.A.

Investment Manager

  • Circulate Capital
  • 5 - 10 years
  • Multi-City, India
  • 1 month ago
₹ Not Disclosed

Hiring For Equity - Pune,Thane - Acme Services

  • Acme Services
  • 1 - 6 years
  • Multi-City, India
  • 1 month ago
₹ 2-7 Lacs P.A.

Wealth Manager- Delhi NCR, Mumbai, Bangalore,

  • Bajaj Capital
  • 1 - 6 years
  • Multi-City, India
  • 1 month ago
₹ 4-9 Lacs P.A.

Leading Financial

About companyOur client is a leading financial brand in India having 22 Cos. in group and being counted among Preferred Employer. For interactive session share your CV on WhatsApp : 89019 51515 (CHAT only)You may use this link to chat on WhatsApp:https://wa.me/...