Wealth Manager / Senior Wealth Manager/ Team Leader (AVP)

Role & responsibilities

• Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment
  preferences.
• HNI Client acquisition & driving revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, PMS, AIF and Asset (Loan).
• Acquisition of New Clients for Demat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor.
• Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds, insurance and alternative investments, based on thorough market research and analysis.
• Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available.
• Weekly & Monthly Review of business and meetings with HOD & other Business Heads.
• Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.

Preferred candidate profile

• Postgraduate/ graduate with 2-7 years of experience. MBA preferred. (MBA Freshers may also apply)
• Excellent communication skills and presentability.
• Proven track record in sales success.
• In-depth understanding of Wealth management industry & alternate products.
• Excellent networking skills.
• Ability to leverage social media platforms and other digital marketing channels to identify and connect with clients to promote product offerings.
• Past experience of handling private wealth/HNI customers will be an added advantage.
• Knowledge about mutual fund, insurance, equity & alternate products regulatory environment.
• Open to local commute.

Perks and benefits

Annual Performance Bonus & Monthly revenue incentives extra.