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Wealth Manager
7 days ago
Job Role: Wealth Manager
Industry: NBFC/ Investment Company
Location: Okhla, Delhi
Experience: 2-6 Years
Budget: 7-10 LPA
Job Responsibilities
As a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client acquisition, retention, and effective cross-selling.
Key Responsibilities
1. Client Acquisition
* Actively engage in the acquisition of new clients.
* Provide guidance and assistance to clients throughout.
* Utilize market research and networking to identify potential clients and market opportunities.
2. Portfolio Management:
* Analyse clients' financial goals, risk tolerance, and investment preferences to construct and manage customized investment portfolios.
* Monitor and rebalance portfolios to ensure alignment with market conditions and clients' objectives.
* Provide regular updates and performance reviews to clients.
3. Financial Product Sales:
* Promote and sell a variety of financial products, including Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.
* Stay informed about product features, market trends, and regulatory changes affecting financial products.
* Conduct thorough needs assessments to recommend appropriate financial solutions.
4. Cross-Selling and Relationship Building:
* Cross-sell Demat Accounts and other relevant financial services to existing and potential clients.
* Develop and maintain strong relationships with clients through effective communication and personalized service.
* Identify opportunities for additional services and products based on clients' financial needs.
5. Compliance:
* Ensure compliance with regulatory requirements and industry standards in all dealings.
6. Financial Planning and Advisory:
* Provide comprehensive financial planning and advisory services to clients.
* Stay abreast of market trends, economic indicators, and financial planning strategies.
7. Sales Targets:
* Work towards achieving and exceeding assigned sales targets.
* Implement effective sales strategies to maximize revenue and market share.
Qualifications & Experience
* Any Graduate/Postgraduate with minimum 2 Years of relevant work experience within the same industry type.
* Proven experience as a Wealth Manager with expertise in Portfolio Management.
* Relevant certifications such as AMFI, NISM Wealth Management, or similar.
* In-depth knowledge of Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.
Key Competencies
* Relationship building
* Client-focused mindset
* Goal-oriented and results-driven
Please share your CV at ananyatalentcorner30@gmail.com
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