Watch a complete video on our webinar on 'Investing In The Post Covid-19 World. What's Next For Investors?'. Watch Now



Assistant Vice President – Private Wealth (Offline Sales)

Role Overview arrow iconBack to Careers

Key Highlights

Job Location



Functional Area


Assistant Vice President – Private Wealth (Offline Sales)

8 - 10 years


About the Role

The Assistant Vice President - Private Wealth is the ultimate face of the business. She/He is going to be responsible for generating business from the client with the help of the team. She/He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. She/He would be expected to establish strong ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.

Reporting To : Vice President - Sales

Joining Time: ASAP

CTC : As per industry standards

Key Roles and Responsibilities 

  • The Assistant Vice President - Private Wealth will be responsible for handling the team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent).
  • Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
  • Supporting the team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
  • Helping the team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
  • To research, investigate, and update the team on available investment opportunities/financial market trends to determine whether they fit into the client’s portfolios.
  • To coordinate with the product and research team for taking investment decisions for the clients.
  • To conduct and assist in organizing seminars, workshops, and other business development activities.
  • Team handling experience of at least 6 people.
  • Prior experience of working in a Broking/Private bank/wealth management set up.
  • Handle and manage clients with a minimum investment amount of Rs 25 Lakhs and above.
  • Candidates having good vintage in their present, as well as previous companies, will be preferred.


Job Profile Requirement 

  • Fluency in English, Hindi & any one regional language.
  • Excellent communication & presentation skills. (Both written, verbal & visual)
  • High degree of accuracy.
  • NISM certification preferred. (Valid Mandatory Certificates as per regulatory requirement/s)

Apply for this Job arrow iconBack to Careers


Free Research Reports

Get Free Fundamental Stock Market Research Reports Worth Rs. 10,000 The recommended two fundamental stocks are to demonstrate the depth of research conducted at Research & Ranking. This should not be considered as free trial of our services.