Department: Wealth Management Services
Role & Responsibilities:
Education Qualification:
Mandatory: A Degree (Graduation) in any discipline from a University recognized by the Govt. Of India/Govt. bodies/AICTE.
Desirable Qualification: 2 years full-time Post Graduate Degree/Diploma in Management, Regulatory certifications e.g. NISM/IRDA.
Work Experience:
Minimum 3 years of relevant work experience. Must have experience of handling client segments having TRV of Rs 15 Cr and above. Must be well-versed with Investment, Insurance, Derivative Products, etc.
Ability to coordinate with various departments like Trade, Forex, Project Finance, Merchant Banking, Syndication, Venture Capital, Private Equity.
Must have sound knowledge of the prevalent ecosystem of Private Wealth in the industry. Must be aware of the regulatory guidelines pertaining to products.
No. of Vacancies: 1
Seniority Level: Mid-Senior level
Employment Type: Contract
Job Function: Finance, Project Management, and Accounting/Auditing
Industries: Banking, Financial Services, and Investment Banking