Shriram Wealth

Market Lead/Sr. Market Lead

Job 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 authorities

Job 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