Senior Wealth Manager

4 weeks ago

Kanpur, Uttar Pradesh, India Yubi Full time

About the Job:

The Senior Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD's and managing & retaining such relationships by delivering the best standards of services.

Roles & responsibilities:

● To acquire, build and maintain strong relationships with IFA, MFD & RIA's

● To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD's PTCs, etc.

● To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.

● To drive business growth by effectively cross-selling wealth management products and services to existing clients.

● To achieve revenue targets and contribute to the overall growth of the wealth management business.

● To conduct thorough due diligence on investment products and providers to mitigate risks.

● To maintain accurate records of client interactions and transactions in accordance with compliance standards.

● To conduct and assist in organizing seminars, workshops and other business development activities.

Requirements

  • Graduate or Master's Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.
  • Should have a proven track record of building and managing relationships with Channel Partners (IFA/ MFD/RIA) minimum of 3 years.
  • Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.
  • Strong communication sales and a track record of achieving targets and achieving incentives.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

Benefits

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

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