Wealth Management - Multiple Positions

A leading MNC Bank is looking for a right candidate for the below mentioned position.

Financial Advisor(Manager/AVP level)

Location: Delhi/ Mumbai

Primary responsibilities
1)Acquire New Ultra HNI clients of the targeted profile
2)Ensure Revenue Targets across products are met consistently
3)Map markets / segments to target profile in order to identify untapped resources / new opportunities
4)Take references from existing clients to grow client base
5)Actively advise clients basis financial profile and approved products available

Identify opportunities to cross-sell & deep-sell by profiling clients in detail
Experience & Qualification

MBA from Premier Institutes with 3-6 yrs experience in selling Investment products to Ultra HNI's.

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One of our clients, A leading MNC Bank is looking for a right candidate for the below mentioned position.

Position: Wealth Manager
Location: Delhi/ Gurgaon/Mumbai/Pune/Chennai/Ludhiana

-MBA from Premier institutes with 1-4 yrs sales experience from reputed Bank only.
-Candidate should have experience in selling Investment products to HNI's.
-Only relevant experience preferred.

Interested may send your profiles with current CTC details to:  preambojan@gmail.com

Investment Counselor - Bank

Investment Counselor
Location: Delhi/ Jaipur

Primary responsibilities

• Assist in acquiring new business by participating in client seminars and meetings where permissible
• Provide key inputs to launch new products and work on product development keeping in mind market/competition dynamics
• Responsible for AUM growth in the books of RMs, which should be achieved by client satisfaction on review quality and frequency of client visits. Also increase Fee revenues through targeted portfolio actions and market development activities
• Develop Investments/Treasury/Insurance Products penetration in the designated market place
• The IC will have joint responsibility of the clients, along with the RMs, ensuring that investment counseling is in line with business goals and will involve going for joint sales calls with RMs; Influencing RMs in maintaining a diversified portfolio and instilling a portfolio level approach vis a vis transaction specific one.
• Dissemination of regional reports on portfolios and economic indicators w.r.t. financial planning
• Improve quality of client communications through a process of constant interaction and  feedback from frontline and Product desks like FX/FIS
• Facilitate development of systems to increase process efficiency and improve quality of MIS by interfacing with Portfolio analytics team
• It will be the IC's responsibility to ensure that  company view is being driven through the RMs to the clients
• The portfolio counselor will aid and oversee clients to ensure that the portfolios are in line with the clients' profiles
• Train RMs on financial markets & new products
• The role would also require being in touch with the Training tips to give inputs on the related training requirements of RMs.

Experience & Qualification
MBA/CA from Premier Institutes with 3-6 yrs experience in investment products sales from a reputed Banks.
Interested may send your profiles with current CTC details to:  preambojan@gmail.com

Vice President:Business Development:

For one of our clients in Chennai we have a position of Vice President:Business Development:
Engineering and Management qualifications, which are desirable. In addition this position requires core experience of managing Sales function, managing Institutional client relation ships, strong commercial acumen and strategy orientation. Experience in the domestic market, especially in Financial services and possessing wide networks in the Industry are desirable.

The Company is a leading Service Provider to the Indian Mutual Fund Industry. The services provided by the Company include comprehensive package of Transaction Processing and Customer Care services. The Company is a rapidly growing Organization with pan India presence at 160 locations and has an employee strength of 2,800 comprising 300 Management and 2,500 non-Management employees. Most of the Senior Managers in the Company are Management graduates from IIMs and possess several years of working experience in Trans-National Companies like Hindustan Lever. The Company provides differentiated value added services to the Mutual Fund Industry by focusing on Technology and service delivery.
This position is responsible for all the Management functions in the Company, which include Client Contractual and Commercial Relationship Management, Technology, Risk Management, Quality, HR, Administration and new Business development. Each of these functions in turn are headed by either a VP or General Manager or a Manager and they have their respective Management teams.

Ideally, the Candidate should be a mature professional with about 12-20 years of work experience, preferably in the Financial services or ITES Industry. The Candidate should have a pleasant personality ,excellent communication skills, proven sales & marketing skills , networking skills, maturity to manage Institutional relationships, and have commercial acumen. The Candidate should possess professional qualifications , preferably MBA or CA. Ideal candidate should have worked in Sales & marketing functions and should have headed a SBU or a Functional area with responsibility for results. Candidate should possess Industry contacts in the BSFI space.
Candidates from Chennai and Bangalore would be preferred.Salary range 35lacs - 60lacs
Please email your CV to us in Word format mentioning your current CTC and Expected CTC. Regards
Manjufor Nidhi Reddy ConsultantsPhones: 91_44_24919977, 24917033, 24918605Fax: 91_44_24910173nrc@nidhireddy.com/email@nidhireddy.com

Business Counselor - Bank

Business Counselor - MNC Bank
Location: Ludhiana
Primary responsibilities
· Deliver Fx, Trade Revenue and CA Balance Sheet  goals as per plan
· To drive the Business related priorities of the respective Relationship Managers'
· To drive business lending, trade and derivative product sales for branch customers
· Engage with the customer to ensure that the relationship is nurtured & deepened. Ensure that the product utilization is enhanced. Improve profitability per account.
· Engage on an ongoing basis with the RM & Acquisition Teams on selling strategies, identifying potential customers and converting leads

Experience & Qualification
MBA/CA from Premier Institutes with 3-6 yrs experience in Trade/Forx and othe business banking products sales
Interested may send your profiles with current CTC details to:  preambojan@gmail.com

Hedge Fund Trading - 97-2004 batches

Job Description : Director-Hedge Fund Trading
Role
-Pricing of complex mortgages servicing rights and trading against them.
-Close to a Billion dollar fund.

Requirement:
1-People from IIM A,B,C. With top 20 percentile GPAs. 1997-2004 Passouts
2-Job location - Bangalore
3-People from Trading/Pricing/Investment Banking/Buy Side background will be suitable. Experience in Mortgages/Pricing is a strong advantage.
Detailed JD to be shared with the candidates which are suitable for the requirement.

Contact:
Pallavi, pallavi@peepalconsulting.com / +91 80 41614973/ 9900137346