manager- wealth and equity sales

1 week ago

Mumbai Mumbai City Navi Mumbai, India Megma Services Full time
Leading Financail services and Asset Mgt company requires Mgr/ Sr Mgr-( Wealth and Equity sales) - Mumbai/Thane


One of our client a leading Asset mgt and Financial Services company a premier wealth management firm based in Mumbai.

It offers investment and wealth management services to high-net-worth individuals, family offices, and institutional clients.

We offer a wide range of wealth creation products, from standard products to very complex, structured, and customized products for our clients to help them in getting customized investment solutions for their financial solutions.

We are looking out for Mgr/ Sr Mgr- Wealth Mgt for Mumbai ( Malad )or Thane locations

Designation:
Wealth Manager / Sr. Wealth Manager / Relationship Manager

Experience- Over 3 years in wealth Mgt / HNI Sales/Asset mgt role in Mumbai/Thane region

Compensation- Competitive

Job Description:
The person should have experience in mamaging HNI Sales/ Wealth Mgt role in Mumbai or Thane region

  • To prospect, acquire and retain HNI clients
  • To achieve budgeted targets in terms of number of clients/volumes of business & assets.
  • To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios
  • Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.
  • To coordinate with product and research teams to taking investment decisions for the clients
  • To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, and insurance coverage other than investment planning also to ensure a onepoint relationship for the client.
  • To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
  • To provide various investment performance reports and summaries to the clients
  • To build and maintain client bases, along with relevant comments/remarks for future reference
  • Should have own set of Client relationships and AUM

Key Requirements:

Qualification:
Graduates with relevant - 8 years of experience

  • Must have had prior experience of sourcing and managing client relationships in areas such as Wealth products, Portfolio Management, etc.
  • Candidate is expected to have existing client relations
  • Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank Corporate deposits, Government Securities, Corporate Bonds,
Equities, Insurance and real estate etc

If the position interests you and you find a fitment kindly share your cv at

[HIDDEN TEXT]

or contact

Rajat

Mention the following details

current ctc n notice period

expected ctc

open to work in Mumbai or Thane

Relevant experience in Wealth Mgt/ HNI SALES/ ASSET MGT

Thanks & Regards
Rajat

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