Associate Director

TIE-UPS is hiring for-Leading Equity Firm in India. Operating in all metros.

Excellent paymaster. Diversifying into NBFC Domain .

Position- Associate Director - Investment Banking & Wealth Domain.

Experience- 10 - 15 years.

Location- Kolkata.

Job description

Maximize profit & achievement of growth of the clients portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understanding their needs, and advising them on different products to achieve their wealth goals.

Required Candidate profile

MBA - with proven & progressive financial services and/or private wealth experience or equivalent, especially with high net worth clients. Evidence of strong sales results in insurance and investment products.

Key Skills

Wealth & Equity Domain, HNI, Portfolio Management, Client Acquisition, wealth management

Team Handling, Compliance, HNI Client Handling, High Net Worth client relations, wealth products, Relationship Management, AUM, financial planning, Business Development, premier clients