"Associate Vice President-PCG"
Responsibilities: To proactively acquire, grow and manage HNI clients with investible surplus of > 2 crs+ by providing financial planning services and offering advise on Wealth management products like Mutual funds, equity, Insurance and P.M.S. Along with having his/her own book of clients, As a senior person, accompany Investment Managers as well to present company's total wealth management proposition. Present our entire product offering Mutual Funds, Structured Products, Debt offerings, Real Estate, Art, International Investments and financial plans. Experience in Wealth Management, Mutual Funds, Structured Products, Alternative Investments. Total Experience: > 6 years out of which at-least 2-3 years in the Wealth Management industry managing HNI clients.
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