Wealth Manager - Sales - Bank (4-15 yrs)

Desired Candidate Profile:

- Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading - Equity, Commodities & Currency.

- Preferably handling AUM of 20cr.

- Should have excellent social/ interpersonal skills

- Should be okay with Client Acquisition (B2C).

Role: IC & Team handling (B2C)

Roles and Responsibilities:

- Acquiring HNI/ UHNI clients through networking, database, market analysis, and references

- Maintain client relationships and generate AUM from HNI/Ultra HNI clients

- Achieve the financial goals of the clients through various product line

- Key products are - MF, Bonds, AIF, Unlisted shared, Trading - Equity, Commodities &

- Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans - Secured & Unsecured,Real Estate advisory

- Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio

- Coordinate with product and research teams to taking investment decisions for the clients

- Achieve budgeted targets in terms of the number of clients/volume of business & assets

- Share regular communications with clients regarding information, research, and material of the organization.