Head - Mutual Funds For The Delhi,Mumbai,Pune,Kolkata,Ahmedabad,Lucknow & Jaipur

8 - 10 Years

Delhi, Ahmedabad, Mumbai, Pune, Jaipur, Lucknow, Kolkata


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.

Salary 12 Lac To 20 Lac P.A.
Industry Banking / Investments / Stock Market / Financial Services
Work Experience 8 - 10 Years
Qualification M.B.A/PGDM

Key Skills

Fund Manager Fund Analyst Fund Management

Company Profile

Company Name

client of z2plus

About Company Z2 Plus Manpower and Security Agency has risen to the forefront in India with the successful completion of various projects. As a leading manpower company in India, our major commitment is to expand its capabilities. These capabilities include our expertise in supplying various types of manpower for the Construction, Engineering, Oil & Gas, Manufacturing, Agriculture, Information Technology, Mining, Retail, Hospitality, and Healthcare Industries etc. etc. To Employers, Z2 Plus Manpower
Contact Person shiv / Manisha
Address kolkata
Mobile 9038022102
Email ID z2pluskol@gmail.com