Circlel Head - Wealth Mgmt Broking Bangalore / Chennai

Circle Head - Wealth Mgmt

Regional Head Wealth Management

Looking for candidates only from Broking Wealth / Capital - ONLY

CTC : 50 LKHS TO 80 LKHS

3 years in Market - Well Established Start Up

Portfolio will be mapped

Candidates only from Wealth Management Companies Only

Location : Chennai / Bangalore

Contact Person : Divya : WASSUP ONLY 9137265848 , qcprofile@gmail.com

PMS|AIF|Structure products |Mutual funds |Life Insurance |

NCDs |Bonds|

Fixed Deposits

Managing AUM book size of 1000 crore of HNI / UHNI clients.

Advising and guiding customer to Invest in various Mutual funds,

PMS / AIF and Structure products.

Cross selling Life Insurance and Fixed Income products Fixed

Deposits and NCDs and Bonds

Leading a team of 10 seasoned Wealth Managers.

Each Wealth Manager handling AUM of 100 crore to 500 crore

individually.

Selling unlisted shares with negotiation in OTC and at client front.

Acquisition of New HNI / UHNI and NR clients to enhance the AUM

Role & responsibilities

Preferred candidate profile