Wealth Management Specialist

We are Hiringat Mumbai with our Clients a leading Stock Broking Company:

Relationship Manager / Wealth Manager UHNI / Family Office

Role: Acquiring Large Relationships and Managing Wealth

Grade: Mid-Level

Salary: Combination of fixed and a highly commensurate variable Pay

Reporting to: Vice President

Company: Stock Broking Company:

Location: Mumbai

Education: MBA / CA / CFA or equivalent.

Previous Experience:

Should have worked in a Private Bank or a Boutique wealth management company in India Territory

A good track record of new relationship acquisition, building AUM

Should have a large existing book of customers including ultra HNI

Should have a connect with a large network of channel partners, banks and family offices

Skills:

Passion towards sales and acquiring new customers

Presenting our Brand and building relationships with the Ultra HNIs and Family Offices

Should be good at building a channel network to generate leads

Responsibilities :

Sourcing new customers through Portfolio Management, Advisory and Research Based AUM products

Provide and maintain, on an ongoing basis, a daily sales report, figures, forecasting and any other records which may be required by the Head to keep up-to-date records of sales and performance

Responsible for managing relationships

Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation

Maintaining regular contact with clients including regular face to face meetings

Assess client's risk and return aspirations and deliver a tailored portfolio of products.

Engage in periodical competitor mapping and suggestproduct and business team to track market developments.

Provide a genuine advisory approach with highest level of customer obsession, thereby becoming the first point of contact for any investment needs

Contact prospective customers to present information and explain our products and anticipated returns.

Our aim is to achieve superior risk-adjusted returns. We come from an Equity culture - our pedigree and ourWe strive passionately to build innovative products that reflect our founding principles of growth through discipline. As a firm, we endeavour to bring these traditionally inaccessible products to our clients.

We have businesses spread across Proprietary Trading, Institutional Advisory, Retail Broking, Business Partners, Portfolio Management, Investment Advisory and Research Based Products. We as a group are looking for talents like you, to join us in our growth journey.

CTC up to Rs. 13 L

Candidates are requested to Read Properly by applying Mind to understand this job posting exact requirements.

Those who wants to take Chance for Other work profile need Not apply and Waste time.