Wealth Manager

4 weeks ago

india ConsultBae Jobs Full time

Hiring for RMs, Senior RMs and Cluster Heads

Experience- 7 Years +

Mode- WFO- 5 days

Location- Pan India



Responsibilities:


Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to.


The role includes:

  • To Build Assets Under Management (AUM) through various Investment products
  • Generate revenue for the firm.
  • Build a SIP book.
  • Customer Acquisition of a Minimum of 50 Lakhs ticket size & above investable surplus
  • Cash Flow analysis & and Portfolio Services
  • Execution of transactions post Cash Flow analysis on a periodic basis
  • Manage Private Wealth, PMS, and AIF fund-related queries.
  • Ensure delivery of various MIS reports as per requirements
  • To develop short-term and long-term sales strategies for the Wealth business in line with the overall strategic goals of the organization
  • Ensure discipline of asset allocation
  • Achieve a balance of revenue streams by selling MF, PMS, AIF, MLD, Unlisted Stocks, and other Investment avenues to build a steady annuity.
  • To drive strong client servicing and engagement parameters, enhance market credibility, and deliver a superior value proposition.
  • Continuous learning, to be better equipped than our competitors.
  • To closely observe, evaluate, and monitor the client positions & portfolio allocations.
  • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize miss-selling instances.
  • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth


Skills:

  • Strong understanding of investment and Wealth products
  • Excellent marketing and business development skills
  • Detailed understanding of the financial needs of all types of customers
  • Ability to manage client expectations and meet tight deadlines.
  • Impeccable communication and interpersonal skills are required, as is listening, and understanding a client’s requirements.

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