Senior Wealth Manager - Ultra HNI9
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9
Applications
About the Job
Skills
One of the most Premium Broking Houses in India , is hiring for Senior Wealth Managers - Ultra HNIs
The Relationship Manager-Wealth is the ultimate face of the business as
- He is going to be the final point of contact with the client.
- He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards
- He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
PRE-REQUISITES: -
· Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
· Selling of products : Mutual Funds, PMS, Structured Products.
· Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
· Experience of advising clients across asset classes.
· Strong analytical skills and ability to work in teams.
· Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be Responsible for Acquiring Affluent & Super Affluent
· Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.
· Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
· Track the Affluent & Super Affluent Client segment in the market for new client acquisition
· To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
· To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
· To conduct and assist in organizing seminars, workshops and other business development activities.
About the company
Industry
Consulting Services
Company Size
10 -15 Employees
Headquarter
Mumbai
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