Vice President
Jainam Share Consultants Pvt. Ltd.
Posted
last week
Kolkata
Onsite
INR 70K
Mid Level
Full Time
Sema Summary
The Associate Vice President - Distribution is responsible for managing HNI clients and ensuring personalized advisory services. The role includes lead generation and collaboration with various teams to enhance client experiences.
About Company
Jainam Share Consultants Pvt. Ltd. is a financial services firm specializing in share broking and wealth management solutions.
Core Requirements
- Bachelor's degree in Finance or related field.
- Experience in wealth management and client advisory.
- Strong networking and communication skills.
- Ability to analyze financial data and market trends.
- Experience in managing HNI client relationships.
Responsibilities
- Act as the primary contact for HNI clients.
- Provide personalized wealth management services.
- Conduct regular portfolio performance reviews.
- Identify and source new HNI clients.
- Coordinate client meetings with fund managers.
- Organize events for HNI clients with AMC support.
- Support existing branches and sub-brokers.
Must Have skills
Job Keywords
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