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DVP / AVP / Portfolio Manager - Wealth

DVP / AVP / Portfolio Manager - Wealth

ConfidentialBengaluru / Bangalore
17 days ago
Job description

Key Responsibilities :

Customer Acquisition :

  • Acquire clients with investable surplus of 1 Cr. – 5 Cr. and above.
  • Develop short-term and long-term sales strategies aligned with organizational goals.

Financial Planning & Portfolio Management :

  • Provide financial planning and portfolio services to clients.
  • Execute transactions post financial planning and periodically as required.
  • Manage Private Wealth, PMS, and AIF fund-related queries.
  • Ensure discipline in asset allocation and adherence to risk parameters.

    • Client Servicing & Engagement :

  • Drive strong client servicing and engagement to enhance credibility and deliver superior value.
  • Continuously monitor client positions and portfolio allocations.
  • Ensure compliance with internal and external financial advisory guidelines and risk policies.

    • Revenue Generation & Business Growth :

  • Achieve a balance of revenue streams through MF sales for steady annuity and other asset classes.
  • Continuously scan competition and market trends, reporting new business opportunities.
  • Ensure delivery of MIS reports as per requirements.

    • Sales Process & Standards :

  • Establish standardized and efficient sales processes for quality control and efficient customer service delivery.
  • Continuous learning to maintain competitive advantage.

    • Skills Required

    Portfolio Management, Financial Analysis, Risk Assessment, Market Research, Client Relations

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