Regional Investment Counselor - Client Mapped/Book
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
AVP Wealth Manager- Client Mapped / Book Mapped (A Leading Bank)#P.C
• 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
• To meet the revenue and product mix targets
• Gateway to any requirement .
• Recommendation of products as per client requirement.
• Manage 40 to 50 clients
• Should generate revenue of 3 - 5 times cost.
• Responsible for initial acquisition of clients then taking business forward with coordination of HOD.
• Should maintain continuously develop high end client base.
• 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.
• To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received
• 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
• To meet the revenue and product mix targets
• Gateway to any requirement .
• Recommendation of products as per client requirement.
• Manage 40 to 50 clients
• Should generate revenue of 3 - 5 times cost.
• Responsible for initial acquisition of clients then taking business forward with coordination of HOD.
• Should maintain continuously develop high end client base.
• 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.
• To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received
0 page views
Related listings
-
Sales Manager-Retail Sales-Retail SalesBankJob Description Job Role: • Enhancement of Deposit pool from Customers • Establishing standards and delivery of service • Sale of non-deposit products. Cross selling targets progressively • Sale of MF and Insurance products • Fee Income • Branch Admi...2026/11/10
-
Profile Sr Associate Manager UNSECURED LOANBankWe are hiring for Senior Associate Manager for leading NBFC in India Multiple open Location Job Profile Sr Associate Manager UNSECURED LOANS Education qualification Any Graduate Preferred Industry experience Bank NBFC handling sales in retail assets ...2026/11/10
-
Relationship Manager - Gold Loans(JR00107104)BankJob Reference • JR00107104 Job Summary • Relationship Manager - Gold Loans Job Purpose “This position is open with Bajaj Finance ltd.” Young and dynamic Experienced candidates with 2-4 yrs of experience in Gold Loans and who are passionate about buil...2026/11/10