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<p>JOB DESCRIPTION Position: DVP/ AVP/ Portfolio Manager Reports to: Zonal Head / Head of Sales (Wealth) Location: Mumbai / Delhi Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills -------------------------------------------------------------------------------------------------------------------------------------- Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies: -------------------------------------------------------------------------------------------------------------------------------------- Lives the Company Values Business Awareness &amp; Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification -------------------------------------------------------------------------------------------------------------------------------------- Post Graduate / MBA from a reputed institute Experience -------------------------------------------------------------------------------------------------------------------------------------- Minimum of 8 - 12 years of experience</p>

JOB DESCRIPTION 	 	 	 	 	 	 Position: DVP/ AVP/ Portfolio Manager				Reports to: Zonal Head / Head of Sales (Wealth)	 	 Location: Mumbai / Delhi 				 	   	 	 Job Responsibilities	 	 __________________________________________________________________________________	 	 Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus	 	 Financial Planning (FP) and Portfolio Services	 	 Execution of transactions post FP and on periodical basis	 	 Manage Private Wealth, PMS and AIF fund related queries	 	 Ensure delivery of various MIS reports as per requirements	 	 To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization	 	 To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery	 	 Ensure discipline of asset allocation	 	 Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class	 	 To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition	 	 Continuous learning, to be better equipped than our competitors	 	 To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams	 	 To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances	 	 To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM	 	 Revenue Generation	 	 Build AUA	 	 	 	 	 	 Skills	 	 --------------------------------------------------------------------------------------------------------------------------------------	 	 Excellent communication	 	 Proven skills of significantly improving the structure and readability of written communication	 	 	 	 	 	 	 	 	 	 	 	 	 	 	 	 	 	 	 	 Competencies:	 	 --------------------------------------------------------------------------------------------------------------------------------------	 	 Lives the Company Values 	 	 Business Awareness & Market Knowledge	 	 Customer Centricity.	 	 People Connect	 	 Result Orientation	 	 Networking Ability	 	 	 	 Qualification	 	 --------------------------------------------------------------------------------------------------------------------------------------	 	 Post Graduate / MBA from a reputed institute	 	 	 	 Experience	 	 --------------------------------------------------------------------------------------------------------------------------------------	 	 Minimum of 8 - 12 years of experience

Personifwy : Real Time Workforce Insight & Engagement

Deputy Manager/Assistant Vice President/Portfolio Manager - Wealth Management (8-12 yrs)

Relationship Manager - Wealth Management