SalaryNot Specified
Job TypeFull Time
Job Location Bangalore,Karnataka,India • Chennai,Tamil Nadu,India • Delhi,India • Mumbai,Maharashtra,India • Pune,Maharashtra,India


Corporate Finance Private Equity Mutual Funds Sales HNI Client Handling Financial Planning MF Fixed Income Tax Planning Investment Portfolio
8 to 13 Years
Accounting / Audit / Taxation
Functional Area
Banking / Insurance
We are currently looking for Assistant Vice President / Vice President / Senior Vice President - Wealth Sales for one of our leading financial clients at Mumbai/Delhi/Bangalore/Pune/ Chennai.
Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
- Focus on revenue both personal and team targets and team profitability
Qualification - MBA / CFA / CA / Post Graduate

Abc Consultants Pvt Ltd
Abc Consultants Pvt Ltd
35 C, Popular Press Building, Pandit Malviya Road, Tardeo, Mumbai - 400034, Opposite Cross Roads
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