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
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