Wealth Manager

Role: Wealth Manager

Location: Mumbai (Work from Office)

Experience: 5 Years Plus Experience in Wealth Management or Financial Advisory

Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)

Interview Round: 2 Rounds of Interviews

CTC: 15 LPA 18 LPA + Up to 6 LPA Variable

Roles and Responsibilities:

The Wealth Manager will be responsible for acquiring & advising HNI clients. Leads

of Affluent & Super Affluent client base from the existing pool of clients within the

company will be given.

Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

To conduct and assist in organizing seminars, workshops and other business

development activities.

Prior experience working in wealth management firms, Private banking, PMS

Advisory, AIF Acquisition or ticket MF Sales with exposure to HNI client

management.

The minimum Entry level Portfolio amount would be Rs 1 crore and above.

Maintaining client relationships and generating assets under Management (AUM) from

preferred clients.

Advising Affluent clients in conjunction with the Research team, financial planning

department, operations team etc on their existing investments managing their overall

financial portfolio and deepening the wallet from existing clients.

coordinate with the product and research team to make investment decisions for the

clients

Requirements:

Good ability to analyze client data, identify trends, and create lasting impressions

through impactful presentations are necessary for the job.

Candidates having experience in managing HNI clients & good Personal and Virtual

meeting skills may only apply.

Impeccable sales skills to handle HNI clients.

. Good Sales negotiator and able to close high ticket sales. Good knowledge of Equity

Markets and other Investment assets.

Mandatory certification required: NISM XA & XB