Investment à United States

• Location: Delhi NCR, Gurgaon
• Position: AVP/ Sr. Manager for Wealth Management Company in Connaught Place, New Delhi
• Salary: 18-30 LPA

1. Client Acquisition: Identify, prospect, and acquire new clients through various channels.
2. Financial Planning: Understand clients' financial goals, risk tolerance, and investment objectives to provide tailored solutions.
3. Product Knowledge: Stay updated on financial markets, products, and regulatory requirements to offer informed investment advice generated by in-house technical and fundamental research teams.
4. Sales and Relationship Management: Build and maintain strong relationships with clients, providing excellent customer service and ensuring client retention.
5. Transaction Execution: Facilitate buying and selling of securities, either personally (if NISM qualified) or through certified dealers, ensuring compliance with regulatory requirements.

If you are interested, please share your CV at hidden_email. Contact: hidden_mobile.

Experience: 10 - 20 Years

Salary Range: 16 Lac to 30 Lac P.A.

Industry: Financial Services / Banking, Investments / Insurance / Stock Market / Loans

Qualification: Professional Degree

Key Skills: AVP & Branch Head, Stock, Sales, Stock Market

Capital Placement Services

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