Boolean String Bank

String #745

("Wealth Manager or "Relationship Manager") AND ("Mutual fund" or "Securities" or "Investment" or "Shares")

Description

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

Industry

Contributor