AVP/ SR Manager For Wealth Management Company in Connaught Place

Capital Placement Services

10 - 20 Years
1 Openings
16.0-30.0 Lac/Yr
Gurgaon
+1 Delhi NCR
Posted 2 days ago
Face-to-Face interview

Key Skills

AVP & Branch Head Stock Sales Stock Market

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Job Description

AVP/ Sr. Manager For Wealth management Company in Connaught Place, New Delhi - Salary:- 18-30 lpa

Key Responsibilities

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 by himself (if

NISM qualified) or through Certified Dealers, ensuring compliance with regulatory

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Experience
10 - 20 Years
No. of Openings
1
Education
Professional Degree
Role
Wealth Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
Male
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Gurgaon, Haryana

About Capital Placement Services

Capital Placement Services is a Gurgaon based Placement Consultancy that specializes in providing Placement Services, Manpower Recruitment, HR Consultancy, Placement Consultancy and Staffing Solutions. We have our own large computerized database of candidates across the various functional streams. We can do an exact search based on your requirements and come up with candidates who best meet your job description. We have a team of experienced professionals who do all the preliminary screening. We contact and interview candidates regarding their interest and suitability. Only after we are satisfied we send them for an interview to you. If necessary we also do an informal reference check of the candidate who are shortlisted.