Shriram Wealth

Lead/Sr. Market LeadJob Description:At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like - Mutual Fund, PMS, PE, Bonds, Structured Products, equity, AIF, Life Ins, Gen Ins, etc.Job Role:- Providing financial advice and implementing financial planning recommendations for high net worth clients.- Monitor financial market trends to ensure that client plans are responsive.- Must ensure the growth of AUM / Book Size- Responsible for achieving targets based on acquisition and revenue generation through investment products.- Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.- Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.- Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes.- Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.- Responsible for complying with regulatory compliance as set out by relevant authoritiesJob Requirements:- Strong client UHNI client network and relationships- Exceptional communication skills- Ability to think Big- High on integrity- Passionate, Ambitious & perseverant, Entrepreneurial mindset- Relationship management skills, Collaborative approach and a team player (ref:iimjobs.com)