Assistant Vice President/vice President/senior Vice President - Wealth

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