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)