Relationship Manager - Wealth Management

Role & responsibilities

Client Interaction :

• Acquisition of new clients-HNIs, Corporates etc.
• Sales of financial products (Investment in MFs, FDs, IPOs, Bonds, PMS, AIFs etc.) to HNIs/Corporates through direct channel.
• Dealing in unlisted/Pre-IPO Shares by sourcing from/selling to HNIs.
• Offer full Wealth Management Services to HNIs/Corporates.
• To offer Tax saving/Tax planning products to clients.
• Prepare product strategy/notes, data sheets/worksheets of various investment ideas including special opportunities like Dividend Stripping, Buyback, Arbitrage etc.
• Presentation skills.
• Achieve targets of Mobilization and Profit Margin.

B. Research-Products

• Mutual funds-Analyzing Indian Mutual Funds.
• Structured Products-Analyzing and Due Diligence of third party structured products, Actual structuring and Advertising key clients.
• Due diligence on alternate products, knowledge of fundamental research, taxation etc.

C. Issues/AMC Interaction

Regular interactions with relationship management of different AMC and build relationship to generate regular business & maximize brokerage rates, generate marketing support etc.

D. Submit weekly MIS

Preferred candidate profile

• 3 to 5 years experience in similar role.
• Good understanding of financial markets.
• Knowledge of taxation laws.
• Conversant with digital onboarding and e-KYC & financial tools.
• Written and verbal communication skills.
• Digital marketing skills.
• Staying near South Mumbai (Colaba to Andheri, VT to Chembur)
• Graduate, Post Graduates-MBA/CA/CFA and other professional degrees Regulatory

Certifications.

• B.Com/M.Com or equivalent
• NCFM AND AMFI Registration is mandatory