| Wealth Manager 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
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. and above
Should have excellent social/ interpersonal skills
Should be okay with Client Acquisition (B2C |
("Wealth Manager or "Relationship Manager") AND ("Mutual fund" or "Securities" or "Investment" or "Shares")
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Banking |