Project Manager

  • Wealth Management
  • 3-5
  • Ahmedabad
  • Any Graduate
  • 2020-10-18

Skills & Experiences

  • Candidate should have at minimum 3 years experience of working in Business Development and Sales role at wealth management/private banking firm.
  • In-depth knowledge of products such as AIF, PMS, MF, Bonds and Structured Products.Excellent communication and negotiation skills.


Location : Ahmedabad

Number of Position :01


  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
  • Experience of selling investment products like AIF, PMS, Mutual Funds, Bonds & Structured products
  • Understands clients risk profile and maximizes the –risk vs reward balance for individual clients by optimizing product mix.
  • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
  • Increase your own book and Investment AUM portfolio size through deepening relationships and new acquisition
  • Identify and execute on new business opportunities with existing clients
  • Excellent track record of managing portfolio of Clients and generating revenue.
  • Direct-sell products and services to both new clients.
  • Liaison with Distributors to resolve queries and revenue generation.

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