Wealth Manager - Mumbai

Job Role:

The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible

for building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). The

role includes acquiring new clients, managing their investment portfolios, providing high-quality customer

service, and achieving sales targets. This position involves comprehensive financial planning, investment

advisory, and ensuring a seamless client experience, with a focus on various financial products such as

Mutual Funds, Insurance, Bonds, Alternate Investment Funds (AIF) and Portfolio Management Services

(PMS).

Job Description:

1. HNI Client Acquisition:

• Develop and implement strategies for prospecting and acquiring new HNI clients.
• Identify and pursue opportunities to initiate new relationships with HNIs.
• Network with potential clients through industry events, seminars, referrals, and other

channels.

• Collaborate with marketing and business development teams to create targeted

campaigns and materials aimed at HNI prospects.

2. Client Relationship Management:

• Build and maintain strong, long-term relationships with clients to understand their

financial goals and needs.

• Conduct regular meetings to review clients' financial portfolios and provide updates on

market trends.

• Address client inquiries promptly and resolve issues to ensure a seamless client

experience.

3. Financial Planning and Advisory:

• Conduct thorough financial assessments and create customized wealth management

plans.

• Advise clients on asset allocation, risk management, tax strategies, estate planning, and

retirement planning.

• Prepare and present detailed investment proposals and financial reports.

4. Investment Management:

• Manage portfolios of HNI clients by recommending suitable investment products,

including mutual funds, insurance, bonds, equities, structured products, alternate

investment funds and portfolio management services (PMS).

• Monitor and manage clients' investment portfolios, making adjustments as needed to

optimize performance.

• Conduct in-depth research and analysis of financial markets, products, and investment

opportunities.

5. Sales Target Achievement:

• Develop and implement strategies to achieve sales targets and business objectives.
• Track and report on sales performance, adjusting strategies as needed to meet goals.
• Utilize data and client feedback to refine sales approaches and improve results

Location: Nariman Point, Mumbai