Head - Wealth Management Job in Eqcap Venture Partners

Job Description

Position Title - Head - Wealth Management
No. of Position - 1
Educational Qualification - MBA/CA, Additional certificates CFP, NISM, AMFI, IRDA
Experience - Min 7 yrs
Salary range - Open

Job Responsibilities

• Work on Short term and Long Term Sales Strategies for Wealth Management Business, keeping in Mind the Organisational Goals
• Customer Acquisition Minimum of 25 lacs and above investable surplus
• Acquiring, Advising and Managing Private/Institutional Wealth through PMS, MF, Insurance, AIF funds, Structured products etc
• Appraise the risk, wishes and demands of business or individual customers and sell suitable Insurance plans. B2B sales, B2C sales experience
• Looking for Candidates with Direct sales background with good clientele. Hands on experience in Business Development( Corporate, Retail & SME)
• To conduct and assist in organizing seminars, workshops and other business development activities.
• Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities
• In depth knowledge of wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
• Knowledge of taxation implications for various investment and insurance products
• Continously work on aquire new customers with higher investable surplus, increase AUM

Skills & Competencies

• Excellent networking and communication skills
• Customer Acquisition Minimum of 25 lacs and above investable surplus
• Self-motivated and passionate about Financial markets
• Keeps track of trends in the financial services industry
• Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities
• In depth knowledge wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
• Knowledge of taxation implications for various investment and insurance products